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Category: Charitable Giving

What is Tax Planning Anyway? 

How Effective Tax Planning Can Help Your Retirement Income By Hazel Secco, CFP ®, CDFA ® Planning for…

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New Rules Ahead: How to Maximize Your Charitable Impact Before the OBBBA Takes Effect

Starting in 2026, the OBBBA will change the way charitable donations are treated for tax purposes. Here’s what’s…
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Tax Season Is Over – Now the Real Planning Begins: A Month-by-Month Guide for High-Earning Women in Leadership

Tax season may be behind us, but for high-earning women in leadership, the real opportunity to take control…
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Last-Minute Year-End Tax Moves to Help Maximize Your Savings

Last-Minute Year-End Tax Moves to Help Maximize Your Savings Written by Hazel Secco, CFP®, CDFA® With the year…

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A Guide to Bunching Charitable Contributions

By Hazel Secco, CFP ®, CDFA ® Being charitable is not only a noble act but also a…

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Charitable Giving Strategies: The Power of Donating Stock

By Hazel Secco, CFP®, CDFA® Key Takeaways A Smarter Way to Give Back Ever notice how meaningful it…

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