by rebekah ellis | Oct 19, 2018 | Articles, Resources
The U.S. Department of Agriculture estimates a middle-income family with a child born today can expect to spend about $285,000 to raise that child to the age of 17.¹ That’s roughly equal to the median value of a new home in the U.S.² And if you’ve already traded that...
by rebekah ellis | Sep 27, 2018 | Articles, Resources
Here’s a quick guide to checking to see if you have unclaimed money.
by rebekah ellis | Sep 14, 2018 | Articles, Resources
The varied reasons to donate art include a personal affinity for a museum, the desire to create a legacy, and the tax consideration that may come with the donation. The tax rules surrounding the tax deduction of art are complex and confusing.¹ When donating art,...
by rebekah ellis | Sep 7, 2018 | Resources, Videos
Do you have causes that you want to support with donations? Here are three tips. Ask us how you can gift a charitable donation straight from your IRA tax free!
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