As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.

Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your charitable contributions can create tax benefits for both you and your chosen charity.

Do you like working together? If so, there may be someone in your life who could benefit from our help as well. Here's a quick guide to referring us to your loved ones.

The tax season is officially here. If you haven't already, now is the time to get prepared.

While not likely to enhance returns in the long run, DCA is still a risk management technique that may minimize the pain of losses.