by Will | Jan 12, 2023 | Uncategorized
November How quickly the end of the calendar year comes. Already we are getting questions about the wisest way to make a year-end gift. Two ways you might want to think about for your year-end giving are: 1. A Qualified Charitable Distribution (QCD) from your IRA 2. A...
by Will | Oct 20, 2022 | Uncategorized
It seems nearly impossible that it’s almost Fall! And as we consider all the activities and events the end of the year brings, for some of you it means thinking about your RMD. For those not yet reaching their seventies, the “RMD” is a Required...
