Last-Minute Year-End Tax Moves to Help Maximize Your Savings Written by Hazel Secco, CFP®, CDFA® With the year wrapping up, now’s a great time to pause and assess your finances. There are still a few weeks left to make adjustments… Read More »Last-Minute Year-End Tax Moves to Help Maximize Your Savings
By Hazel Secco, CFP ®, CDFA ® Being charitable is not only a noble act but also a financially savvy one when it comes to tax savings. One such strategy that allows taxpayers to maximize the impact of their giving… Read More »A Guide to Bunching Charitable Contributions
The Power of Donating Stock to Charity By Hazel Secco, CFP®, CDFA® Ever thought about how good it feels to support a cause close to your heart, especially when it aligns perfectly with your values? Well, what if I told… Read More »Charitable Giving Strategies: The Power of Donating Stock