
Give with Purpose: How Strategic Charitable Giving Can Maximize Your Impact and Minimize Your Taxes
Charitable giving is one of the most meaningful ways to support the causes close to your heart—but it can also be a powerful financial tool when approached strategically. Whether you're donating appreciated assets, using your IRA to fulfill charitable goals, or planning a philanthropic legacy, aligning your generosity with tax-smart planning can make every dollar go further.

How to Know If You're Really Ready to Retire: A 10-Point Checklist
Retirement—it’s the ultimate goal for so many of us. But how do you know when you’re actually ready? It’s not just about hitting a certain age or financial milestone. True retirement readiness means feeling confident, secure, and prepared for what’s ahead… both financially and emotionally.