How To Make Charitable Giving Part Of Your Estate Plan
In the spirit of giving this holiday season, both acts of charity and taxes come to mind. Charitable giving plays an important role in managing both income and estate taxes.
In the spirit of giving this holiday season, both acts of charity and taxes come to mind. Charitable giving plays an important role in managing both income and estate taxes.
On Giving Tuesday, we celebrate the season by doing good. This year, we wanted to highlight a tax-planning strategy that not only supports qualified charities, but can also satisfy your IRA distribution requirements.
Roth conversions are a popular planning strategy for those in the know. We break down the strategy and reasons for using it along with the most common objection we hear.
As the old saying goes, your health is your wealth. Here at High Falls, we strive to take care of ourselves so we can take better care of you.
2022 has been an eventful year for investors. In our quarterly review, we examine past trends and future possibilities to put the current bear market into better context.
From a financial literacy event with Bethel Express to a growing family, Tough Mudder 5K, and continued focus on advanced retirement and tax planning strategies, here's what happened at High Falls Advisors.