Full Resource List
We take a "household CFO" approach, providing full-service financial planning and investment management with great services and ongoing support at a reasonable price. We are independent fiduciaries and keep our fees low, well below Wall Street rates, while providing services they don’t offer.
We write on practical, thoughtful, well-sourced topics that apply to our clients written by David, Alishia and other humans--not AI.
Below is our full list of resources. Click on the tags in each post to see more on that topic.
Are You Missing Out on Medical Expense Deductions?
Taxes have become the #1 issue clients want managed. One big, missed opportunity I see is not deducting medical expenses when they can. In recent years, fewer Americans have claimed medical deductions compared to mortgage interest and charitable donations. This blog shares some key medical deductions you should consider.
When Should I Use a Donor Advised Fund?
Donor Advised funds are ‘a waiting room’ for charitable donations. The donor gets a current tax deduction, pays fees to a custodian (for instance, .60% for first $500,000 by Schwab), and then later suggests when and to whom the money should go.
Financial Planning Support for Americans Working Abroad is Crucial
Does your nonprofit have foreign workers or US citizens abroad? Have you thought about providing them financial planning support?