What is a 1031 Exchange?
This article provides high-level details about what a 1031 Exchange is and when a person should consider one for their investment and real estate strategies.
Giving Season Has Arrived! Here's 5 Ways to Maximize Your Year-End Giving Strategy
As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.
Your Guide to Year-End Charitable Giving
Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your charitable contributions can create tax benefits for both you and your chosen charity.
End-of-the-Year Money Moves in 2022
Here are some things you might consider before saying goodbye to 2022.
December Is Identity Theft Protection Awareness Month
It’s important to keep your personal data safe, both on- and offline. Learn some important identity theft prevention tips here.
Insurance Basics: Cyber Insurance
You may be unaware that there are insurance products that can help protect you from cyber attacks. This article details the types of attacks that can occur and how cyber insurance can protect you.