by Shauna Newton | Nov 3, 2023 | Blog
Employer Retirement Plans can be excellent vehicles to help save for retirement. Money is typically invested on a pre-tax basis and then grows on a tax-deferred basis. Employers often provide a matching contribution for employee 401(k) contributions up to a certain...
by Shauna Newton | Oct 4, 2023 | Blog, Giving
As we move into the last quarter of 2023 and the season of giving, it seems a good time to discuss charitable giving. Long-term giving plans, as opposed to spontaneous and sporadic gifts, provide many important advantages: more intentional giving, greater impact on...