Insights
From the Team
Our thoughts on finances, planning, and life in general.
Featured
Dante Gets Married!
The day has finally come and gone, culminating with my marriage to my beautiful (now) wife, Deidre. We could not have asked for a better ceremony and reception for our wedding. It was an amazing day on which we got to express our love for one another in front of all our family and close...Recent Insights
Year End Tax Moves To Consider
In a famous tax court case from 1934, Judge Learned Hand spouted what is now a famous quote amongst us tax nerds. Justice Hand said that “anyone may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasury;…
Dante Gets Married!
The day has finally come and gone, culminating with my marriage to my beautiful (now) wife, Deidre. We could not have asked for a better ceremony and reception for our wedding. It was an amazing day on which we got to express our love for one another in front of all our family and close…
Making Cents: Year End Gifting Unwrapped
We always get a lot of questions surrounding gifts. Most of the questions are about either charitable giving or family gifts. Starting with gifts to family, the tax code permits annual gifts to be excluded from gift taxes if it’s less than $17,000 per donor and donee. That means you can give up to $17K…
Making Cents: Guidance On Last-Minute Contributions
Many have spent the last month racking their brains thinking about gifts for their loved ones, friends or service providers. Yet when it comes to charitable contributions, many simply give at the end of the year without much thought about the tax consequences. Cash works great, and is most sought after by charitable organizations with…
Lions And Tigers And Bears
When we think of things that scare people, we often think of the world of Nature. Dorothy and her friends on the Wizard of Oz feared Lions and Tigers and Bears, oh my! For me, the natural things that freak me out are the things that shouldn’t be here in the first place. Also known…
Friendsgiving
This time of year, we try to remind ourselves of the things that we are thankful for: family, friends, our financial planners, and wonderful Thanksgiving food. And while I consider myself lucky to have all these important things, I felt as though I had neglected the friends’ part for a period of time. Life gets…