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Personal advice and wealth management.

QCD: Doing Well by Doing Good Thumbnail

QCD: Doing Well by Doing Good

Are you one of the fortunate few who doesn’t need all of what Uncle Sam requires you to take out of your IRA? If you are one (or anticipate you may eventually be one), you might be able to reduce your taxable income, save on taxes, avoid or reduce your Medicare premium surcharge, and do some good at the same time.

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3 Things to Consider Before You Retire Thumbnail

3 Things to Consider Before You Retire

Thinking of retiring? It’s certainly a matter of “can you afford it?” But we think a well-informed decision takes into account other factors as well, factors that may not be as black and white as your lump sum pension or your 401(k) balance. Read our thoughts on making a tough decision.

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