Financial Insights

Planning Opportunities To Consider Before Year-End – Part 4: Charitable Contributions

Giving to charity can be life- affirming- and, as a bonus, it can help with your tax bill. If donating to a charity is part of your tax plan, below are a few tips so you can maximize your tax- deductible donation before year- end....
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The importance of shopping during Medicare’s annual open enrollment season.

Don't forget to shop your Medicare Part D drug plan or Medicare Advantage plan before December 7th! You can review your coverage to ensure all doctors and medications are still included in your plan. ...
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2023 Review and Outlook – Quarter 3

2023 Quart 3 Review and Outlook - with macroeconomic outlook from Dr. Charles Lieberman, global markets outlook, and updates on inflation and interest rates....
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The Myths of Social Security

There are plenty of myths and misconceptions that further complicate this 90-year-old federal program. Social Security, has kept many millions of retired, disabled, and young people above the federal poverty line (21.7 million as of 2021 figures). We highlight 3 of the more prominent questions we get about Social Security Income. ...
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