high net worth charitable giving

High-Net-Worth Individuals and Charitable Giving.

Benevolence does not have to come at the expense of tax savings. LET’S BE CLEAR: CHARITABLE GIVING IS A STANDALONE ACT WHOSE VALUE IS TO BENEFIT OTHERS. But for high-net-worth individuals, it is not conflicting to point out tax considerations when making charitable contributions. The considerations are not to deter giving; rather, they are to

TYPES OF INVESTMENTS

You have a variety of options when pursuing an investment portfolio. First-time investors often find the process intimidating. and let’s be honest: even those with an extensive portfolio may still not quite understand the complexities associated with investment risk strategies, rebalancing, and other investment terms. With that in mind, we offer you a primer on

It’s the Gift That Counts: Considering Different Charitable Donations

Whatever your reason for giving, think of different ways you can have an impact on the causes you care about. If you plan to itemize deductions on your federal tax return, charitable donations can be an effective way to lower your overall tax bill. But even when there’s no tax benefit, donating money or volunteering

HSA Arizona

MAKING SENSE OF HSAs AND FSAs

Healthcare is expensive. no kidding, right. and no matter whether yours is bronze, silver, gold, or even platinum, healthcare plans are expensive, not to mention out- of pocket medical expenses, such as copays, deductibles, and costs that are simply not reimbursed. There’s a way to potentially save money on your total annual healthcare costs. Health

retirement planning chandler

FINANCIAL INDEPENDENCE. RETIRE EARLY. (FIRE)

There is an early retirement movement going on: financial independence, retire early (fire), an effort among millennials in particular to save aggressively in order to retire early or pursue other career or hobby interests. The FIRE movement is a recent phenomenon, starting less than a decade ago among millennials and spreading through social media channels.

tax harvesting Arizona

How Tax-Loss Harvesting May Help Lower Your Tax Bill

A volatile year in the financial markets can create opportunities for reducing your taxable income. Many investors use the closing months of the year to review their portfolios and assess their winning and losing investments. It’s also a good time to do tax planning for the upcoming filing season; decisions you make before year-end can