Articles from December, 2017

What we understand about Bitcoin

December 26th, 2017

As you might imagine, we field several inquiries about Bitcoin each week. The intrigue is certainly understandable and we have been doing our own research in an … Read More

Donor-Advised Funds for Flexible Charitable Giving

December 11th, 2017

A Donor-Advised Fund (DAF) is a convenient way make charitable gifts over a long period of time. Here’s how it works: 1) Set up a DAF … Read More

Introducing 401(PRO) – small business retirement plans

December 8th, 2017

As part of our planning services, we consistently see clients with 401(k) plans that are poorly designed, expensive, and not maximizing tax advantages.  Unfortunately, employers … Read More