It’s the end of the year, and your to‑do list is a mile long. Between holiday gatherings, cooking, cleaning, and gift buying, finances may not be top of mind.
Curious about what the charitable giving landscape looks like today? Due to a new tax law that took effect in 2026, donors now face a refreshed framework for structuring and deducting their contributions. Whether you’re a seasoned philanthropist or a first-time donor, there are a range of opportunities for donors to align their generosity with financial strategy. Understanding the strengths and limitations of each giving method is essential to maximizing your impact. Important to note: as of 2026, the maximum tax benefit for charitable deductions will be capped at 35%, even for taxpayers in higher brackets. This cap applies across all giving strategies.
There’s a moment in every parent’s life when the house starts to feel quieter. The routines that once revolved around carpools, snack schedules, and weekend chaos begin to fade. And while this transition brings new freedoms, it also stirs up a mix of emotions—excitement, uncertainty, and even a touch of loss.
Just before the end of 2017, Congress passed the Tax Cuts and Jobs Act (TCJA), which brought sweeping changes to the tax code.
What you need to know to plan ahead.
If you are among the many Americans enrolling in Medicare for the first time during the October 15-December 7 open enrollment period, you have probably done a good bit of research on plans and specifics and feel confident in the coverage you have selected.
What donors need to know.
Is this your first time enrolling in Medicare and wondering what to do?
Why working with a financial advisor is about more than just money.
Creating an irrevocable trust can feel daunting.
