Our team is connected with leading experts in all areas of wealth management, including investment management, tax planning and more. In addition to being regularly featured in national media outlets, we have the below insights available for you:
The Cost of Medicare During Retirement
Takes a deeper dive into the potential costs of Medicare under various income scenarios. It also provides some additional detail on the various enrollment periods available and how they apply to the various parts of Medicare.
Rules for Deducting Charitable Gifts
Summarizes rules for deducting gifts, following documentation requirements that vary according to size and type of gift. This includes noncash donations, gifting securities, reporting requirements and understanding when a gift is completed.
