Planning for Staggered Retirement: Four Key Considerations for Couples
For couples approaching retirement, the path forward doesn’t always unfold in unison. Career timelines, energy levels, health, or simple readiness can lead one partner to retire while the other continues working. And while this staggered retirement can make sense, it also raises some serious questions and “what-ifs”. “What if one of us retires early and […]
From Intention to Impact: How Women Give
When women give, they don’t just donate, they connect. They give to make something better, to lift someone up, or to leave a mark that lasts. It’s rarely just about the tax deduction or a name on a building. It’s about meaning. Today, women are one of the most powerful forces in philanthropy. They control […]
How to Use a Donor-Advised Fund to Minimize Taxes and Maximize Charitable Gifts
Being fortunate enough to use your financial resources to give charitably is a gift in itself. And if you are lucky enough to have reached this point in your financial journey, you have several options when considering how charitable giving fits into your financial plan. A donor-advised fund (“DAF”) can be part of a comprehensive […]