Charitable

    Charitable Giving Strategies

    Philanthropy is a prime component of American life. Whether it is inherent in our DNA or a practice taught from one generation to the...

    Year-End Financial Checklist

    The end of the year is a great time to think about what’s coming up and reviewing your financial house. Financial issues cannot be...
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    Charitable Giving Strategies You Can Still Use In 2024

    It’s near the end of the year and you’re calculating how much you’ll have to pay the IRS when...

    Charitable Giving Strategies

    Philanthropy is a prime component of American life. Whether it is inherent in our DNA or a practice taught...

    Second Harvest Food Bank of Middle Tennessee

    When Second Harvest Food Bank of Middle Tennessee opened its doors in 1978, its founders were hoping to solve...

    Jimmy Buffett—He had a Plan

    Say “Margaritaville”—and you just know. You know it’s always 5 o’clock somewhere. You know that come Monday, it’ll be...

    Federal Estate and Gift Tax Exemptions in 2024

    Everything is going up next year—some good, some bad. In the last few weeks, I’ve written about 2024 increases...

    Qualified Charitable Distributions (QCD) from Inherited IRAs

    At the very moment IRAs joined the retirement savings universe in 1974, so did Required Minimum Distributions (RMD). The...