How to Avoid Losing Your Charitable Donation Deduction
The 2017 Tax Reform basically doubled the Standard Deduction to $12,000 for single filers and $24,000 for joint filers.
Should Your Children Inherit All of Your Money When You Die?
Short answer: Probably not. Who I'm talking to: Aging baby boomers who have planned well for their own retirement, and will most probably leave a nice chunk of change behind after they're gone.
The Power of Health Savings Accounts
If you're unsure how Health Savings Accounts, pay attention to the following because you may be eligible to participate in one and save on taxes and insurance premiums.
Life, A Four Letter Word
OK, life is a 4 letter word, not life insurance, but I think you get the point. We advisors at Northbank Partners struggle with coming off as cool, fee-based financial planners and not product salesman.