by Stephanie Goulette | Apr 30, 2018
Charitable Giving: An Overview With charitable gifting, you can donate your property to your favorite charity and reduce your potential estate taxes. A gift of property to a qualified charity may provide income and estate tax deductions if certain qualifications...
by Stephanie Goulette | Feb 7, 2018
Financial Planning: Helping You See the Big Picture Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That’s...