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Investing
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Investing
Strategy
Stocks/ETF’s
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Charitable
Charitable
Year-End Financial Checklist
Charitable
Bob Williams
-
November 5, 2024
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...
Charitable Giving Strategies You Can Still Use In 2024
Charitable
Bob Williams
-
October 22, 2024
It’s near the end of the year and you’re calculating how much you’ll have to pay the IRS when you file your tax return...
Charitable Giving Strategies
Charitable
Bob Williams
-
October 3, 2024
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
Charitable
Erin Jester
-
July 12, 2024
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
Charitable
Bob Williams
-
June 25, 2024
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
Charitable
Bob Williams
-
November 30, 2023
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
Charitable
Bob Williams
-
November 27, 2023
At the very moment IRAs joined the retirement savings universe in 1974, so did Required Minimum Distributions (RMD). The...
Just Because You Give It, Doesn’t Remove It from Your Estate
Charitable
Bob Williams
-
November 16, 2023
Wait a minute! I thought giving gifts was a great estate planning tool. Conventional wisdom has always said that...
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