Health Savings Accounts: A Triple Tax Advantage
Aug 13, 2024
Introduction Health Savings Accounts (HSAs) have emerged as a versatile financial planning tool offering significant tax benefits overlooked by most
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Begin With Your Destination in Mind: A Comprehensive Financial Plan
Aug 2, 2024
Dan Reiter, CFP®, CPA "The only limit to our realization of tomorrow will be our doubts of today." This quote by Franklin D. Roosevelt perfectly
Taking Charge: Your First Budget After Divorce Part 2 – The Bucketing Method
Jul 26, 2024
Dan Reiter, CFP®, CPA This post is the second of a two-part series on building your first post-divorce budget and introduces the bucketing method.
Taking Charge: Your First Budget After Divorce Part 1 – A Step-by-Step Guide
Jul 19, 2024
Dan Reiter, CFP®, CPA Divorce can be an emotional rollercoaster, and on top of everything else, it can leave your finances feeling like a tangled
Third Quarter Economic and Market Update
Jul 10, 2024
Dan Reiter, CFP®, CPA The economic results in the second quarter have included a whipsaw of mixed signals between caution and confidence. One cause
Donor Advised Fund vs. Private Foundation: Choosing the Right Path for Your Philanthropy
Jun 11, 2024
Dan Reiter, CFP®, CPA When it comes to charitable giving, both donor advised funds (DAFs) and private foundations offer attractive options for those
Maximize Your Impact: Strategic Giving Strategies for the Discerning Donor
Jun 11, 2024
Dan Reiter, CFP®, CPA For many, charitable giving is a cornerstone of a fulfilling life. It allows us to support causes we deeply care about,
Highlights from Marci Rossell's Economic Commentary
Jun 4, 2024
May 23, 2024 Dan Reiter, CFP®, CPA “The causality typically does not go from the economy being affected by the election but instead the economy
Three Current Investment Trends and Potential Mistakes to Avoid
Apr 25, 2024
Dan Reiter, CFP®, CPA The investment landscape is a dynamic beast, constantly presenting new trends and opportunities. While it's natural to want to
Reducing Taxes Via Exit Planning
Dec 15, 2023
Yeah, Iʼm the taxman. And youʼre working for no one but me. -George Harrison Selling your business comes with major tax implications. You likely
3 Things That Can Build Future Business Value
Dec 15, 2023
To build business value, many owners start by installing three important Value Drivers. Building business value is a core reason you wake up and run
Taking Care of Your Business Family
Dec 15, 2023
Many business owners eventually reach a crossroads where their families want them to slow down and take it easy, even if they arenʼt ready to. This