My kids love to go to the park. It doesn’t matter which park it is. I’m pretty sure that we’ve visited every community park in the Lehigh Valley this year.
If you watch Good Morning America regularly1, or are an avid Facebook user, you may have stumbled across Ruby Kate Chitsey by now. Her story has gone a bit
Wealth Transfer Planning 5 of 6
In wealth transfer planning, we often think of how we want to distribute our assets upon death. But what is sometimes
CASE STUDY: Proactive Tax Planning Strategies
Over the course of the last couple weeks, we have shared several proactive tax planning strategies that one
3 Ways Charitable Remainder Trusts Provide Tax Advantages
A charitable remainder trust can serve many purposes in one’s financial plan. Clearly, you have
At some point in your life, if you have accumulated assets, you may consider using your wealth to help others. Whether that’s a child, a parent, a
For those who have reached the age 70 milestone with taxable retirement dollars set aside, the IRS is knocking on your doorstep for some taxes to
Back in December I did a quick Google search for a non-profit I regularly assist. It led me to “The Online Giving Sunday"1 where I read that online
