Insights

Don’t Let The Sun Set on Your Estate Plan

General  |   February 14, 2020  |  
Alex Clendennen

2020: A big year. Tokyo will host the Summer Olympics. NASA will launch a mission to Mars. And the presidential election will take place on November 3rd. Election Day may seem far off at the moment, but as we stride deeper into February, it’s prudent to reflect on the close relationship between presidential politics, policy […]

Planning to Maximize Year-End Charitable Gifts

Financial Planning  |   April 2, 2019  |  
Alex Clendennen

  Tax reform, if passed, will provide a limited window in which to take advantage of the old rules and maximize deductions.  In light of the proposed reform, we want to highlight a few key strategies to consider as we approach year-end. However, it is important to note that every client situation is unique, and […]

529 Plans

Financial Planning  |   December 22, 2017  |  
Alex Clendennen

Elementary, my dear college saver: Tax reform expands 529 plans   If you’re saving for your kids’ education, you may already know about 529 plans, a smart tax-deferred way to accumulate assets for college tuition, room & board and other mandatory post-secondary fees. But under the proposed tax reform bill, 529 plans may become even […]