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Charitable Contribution Limits

Charitable Contribution Limits

What are the limits for Donor-Advised Funds and Private Foundations? Among the big changes in the 2017 Tax Cuts and Jobs Act (TCJA) were new limits on standard and itemized deductions. These limits and restrictions created new hurdles when planning deductions with tax...
Certain Uncertainties in Retirement

Certain Uncertainties in Retirement

Two financial unknowns may erode our degree of confidence.  The financial uncertainties we face in retirement may risk reducing our sense of confidence, potentially undermining our outlook during those years. Are You Retirement “Confident”? Indeed, according to the...
Your Emergency Fund: How Much is Enough?

Your Emergency Fund: How Much is Enough?

An emergency fund may help alleviate the stress associated with a financial crisis. Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family ends up on a first-name basis with the nurse at urgent care. Then,...