Your Story, Your Financial Strategy: Guidance to help you pursue your goals
Your values, your passions, and your goals are exclusive to you. Despite the varied paths we take, all of us share a common goal: ensuring a secure financial future for ourselves and our loved ones. I’m here to help you navigate the unique complexities of financial challenges, so you can spend more time doing the things you love most.
Read More
Tax Laws Have Changed Charitable Giving
Donation Strategies for Charitable Giving and Tax Savings
The 2017 tax law brought substantial changes that can affect charitable giving, so make sure you understand how it may impact your donation decisions. The Tax Cuts and Jobs Act of 2017 might have you asking whether you should modify your plans for giving to the causes you support. Read on to learn what to consider when re-evaluating your donation strategies.
Read More