Entries by Mike Powers

Year-end Charitable Gifting Strategies

With the Tax Cuts and Jobs Act (TCJA) passed in late 2017, many things have changed about how to support charities in a tax-efficient manner. The days of writing checks on December 31st may no longer be the best option.

Goodbye iBonds?

With higher-than-normal inflation over the last two years, you may have read about an interesting investment opportunity that keeps pace with inflation: the iBond.

Lessons Learned from Losing a Loved One

Based on my experiences of personally losing clients, relatives, and most recently a sibling, there are a number of things you can do today to help ease the burden on those you will eventually leave behind.

SECURE ACT 2.0 for Retirees

While the changes resulting from the “SECURE Act 2.0” are many, there are a few key components that are relevant to individuals nearing or in retirement.