CHARITABLE GIVING STRATEGIES UNDER THE TAX REFORMS

While the Tax Cuts and Jobs Act of 2017 (TCJA) included a provision that allowed some individuals to increase charitable donations, there were several other aspects of the TCJA that had negative ramifications on the benefit for charitable giving by individuals. However, through careful use of the planning opportunities still available, you can continue to get Uncle Sam’s assistance in benefiting the causes that mean the most to you.

Maximizing Wealth with Health Savings Accounts (HSAs)

The rise in health care costs is a serious issue that is having a major effect on the lives of millions of people around the country. We have published a brief newsletter which addresses a variety of topics surrounding this issue:

  • Why HSAs should be viewed as one of the best vehicles for retirement planning

  • High-deductible health plans are becoming more common

  • The tax advantage of an HSA

  • Integrating HSAs into your overall investment strategy 

THE FINANCIAL LITERACY DILEMMA

The lack of financial literacy in today's world is a serious issue that is having a major effect on the lives of millions of people around the country. We have published a brief newsletter which addresses a variety of topics surrounding financial literacy:

  • The growing problem of financial literacy

  • Societal trends that are making financial literacy more important than ever

  • The risks of being financially illiterate

  • Methods of improving financial literacy