Presented by: Frank Napolitano
November 17, 2021
Using Donor Advised Funds and Qualified Charitable Distributions can optimize charitable donations from a tax perspective. Find out how.
Presented by: Rick Miller
July 6, 2021
The price of a home is not just the listing price. Regular and major maintenance can take a chunk out of your wallet. Interest on your mortgage, homeowners’ insurance, and property taxes factor in, too. Sometimes, waiting is the best strategy.