Health Savings Accounts: Healthy For You and Your Taxes

Thinking about your employee benefits? Don’t overlook funding your HSAs and potential triple tax benefits.

Work BenefitsGlenn BrownSeptember 17, 2018Tax Planning, Health Savings Accounts, HSA, Employee Benefits

(Back To) School Savings - Knowledge on 529 Plans

Seems like yesterday whispering Bowie’s “Changes” as a lullaby, in 12 years our baby is touring colleges and dreaming of possibilities.

Determining Your Interests on Interest Rates

Yes interest rates are rising. Instead of forecasters, focus on how to evaluate the impact to you, your family, business and portfolios in order to seek opportunities and mitigate risks.

Small Business Owners In Booming Economy, "What, Me Worry?"

When times are good, wasteful practices arise but are seldom mentioned, let alone fixed. Be proactive now to drive efficiencies, your employees and clients will thank you.

Philanthropy Evolved: Private Foundations

Like being philanthropic? Who doesn’t. What happens when your gifting becomes large enough to set your own terms? An introduction to private foundations.

Philanthropy, Tax PlanningGlenn BrownJuly 16, 2018Private Foundations, Philanthropy, Gifting, Tax Planning

Estate Planning: Evolve Beyond “Death & Taxes”

Couples in their 30’s and 40’s with young families often view estate planning as “death & taxes” and think to do it when their old, like their parents age. Big mistake.

Grandparents: Stretching Is Good For Health, What About Your IRA?

If you choose a very young beneficiary, such as a grandchild, funds in your IRA could compound substantially over their lifetime and provide flexibility to help pay for expenses, like college, along the way.