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Understanding Long-Term Care

Understanding Long-Term Care

  The important question: Are you prepared?  Addressing the potential threat of long-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. The U.S. Department of Health and Human Services...
Trends in Charitable Giving

Trends in Charitable Giving

The hows and whys of charity in America. According to Giving USA 2018, Americans gave an estimated $410.02 billion to charity in 2017. That’s the first time that the amount has totaled more that $400 billion in the history of the report.1 Americans give to charity for...
Tax Efficiency

Tax Efficiency

What it means; why it counts. The after-tax return vs. the pretax return Everyone who invests wants those investments to perform well. But for many investors it’s their after-tax return that may make all the difference. After all, even if your portfolio is earning...