Author: Ryan Kelly

“Debt” is a scary word. For many Americans it’s practically taboo. And for good reason: in January, NerdWallet found that the total amount of debt owed by the average American household in 2020 was about $145,000.1 But while there is reason to be cautious, debt...

For many, the shared challenges we’ve faced during the coronavirus pandemic has brought charitable giving to the forefront of their minds. Each year, we work with Clients to make charitable gifts through several traditional methods – Qualified Charitable Distributions from IRAs, donating appreciated shares of...

Health care costs - premiums, deductibles, copays, and other out-of-pocket expenses – can be unpredictable and add up quickly. As such, it’s important to have an effective health care plan in place, and the IRS offers two strategies that can be taken advantage of: the...