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Charitable Giving With A Donor Advised Fund

Watch this video on YouTube In A Christmas Carol, Charles Dickens has a scene where two charity workers raising funds for the poor approach Ebenezer Scrooge on Christmas Eve. “. . . What shall I put you down for?” “Nothing!” Scrooge replied....

When Parents Can’t Say No: Financial Enabling

Watch this video on YouTube “Pleeeeeze?” Your nine-year-old daughter has spent her allowance but is begging you to buy her a toy she “just has to have.” “I really will pay you back this time. I promise.” Your 30-something son,...

Keeping Up With The Clauses

Watch this video on YouTube Are you feeling any pressure this Christmas season to give, give, give? Keeping up with the Joneses all year is hard enough. It gets even worse during the holidays, when we feel pressured to keep up, not just with the Joneses, but also with...

To Give, or Not to Give?

Watch this video on YouTube For some, Black Friday can be a day of fun “hunting” for great deals. For others it can be a day of dread, driven by the obligation to play to the expectation of family and friends.  Ads urge us to buy everything from sweaters to...

Avoid Costly IRA Mistakes

Watch this video on YouTube Investing through an IRA is a foundational method of retirement saving. Opening and contributing to an individual retirement account is not hard. That doesn’t mean IRAs are simple and easy to understand. I was reminded of this at the...

Bundle Charitable Giving Through Donor Advised Fund

Watch this video on YouTube With changes to standard and itemized deductions under the new tax law, many CPA’s and tax attorneys are recommending a strategy of bunching or bundling deductible spending into alternate years. I wrote about this approach a few weeks...