MONEY TIPS
FOR LIVING YOUR BEST LIFE
TOPICS: All • Behavioral Finance • Budgeting • Business • Economy • Education • Estate Planning • Family • Finances • Healthcare • Housing • Insurance • Investing • Philanthropy • Retirement • Taxes
Tax Changes and Financial Planning in 2025: Insights from an Enrolled Agent
Understanding upcoming tax code changes is essential for effective financial planning.
Navigating Tax Law Shifts in 2025: Insights for High-Net-Worth Individuals
Staying informed on tax law changes isn’t just beneficial—it’s essential, especially for high-net-worth individuals.
Navigating Charitable Giving For High-Net-Worth Individuals
Charitable giving is more than just a financial transaction—it’s a meaningful way to support causes that reflect your values and passions.
Tax-Smart Philanthropy Part 3: Partner With Financial Guides
Building a tax-savvy philanthropy strategy can feel overwhelming. Partnering with a financial planning team can help you make an impact and save money.
Tax Smart Philanthropy Part 2: The Trailblazer's Guide to Giving
This is where the rubber meets the road. Uncover how to optimize your philanthropy to make a difference and minimize your tax burden.
Tax Smart Philanthropy Part 1: Make An Impact
Get to the root of why you want to prioritize charitable giving to maximize your impact.