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Posts Tagged ‘tax strategy’

QCDs and Donor Advised Funds in Retirement Planning

By angelicacomahig | October 2, 2023

Retirement planning has a lot of moving parts. You can be charitably inclined and save money on your taxes at the same time. On the Secure Your Retirement podcast, we’ve…

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October 2, 2023 Weekly Update

By angelicacomahig | October 2, 2023

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple…

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May 1, 2023 Weekly Update

By angelicacomahig | May 1, 2023

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple…

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Maximizing Tax Benefits by “Bunching” Charitable Contributions

By angelicacomahig | May 1, 2023

Taxes are something very few people are excited to talk about. We know that it’s far more exciting to talk about maximizing tax benefits when trying to secure your retirement.…

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