Author: Connie Reichert

If you’ve taken the time to calculate your Adjusted Gross Income (AGI) or Modified Adjusted Gross Income (MAGI), you are on the right track to a smart tax planning strategy. Read more…

When market volatility skyrockets, investors often feel at the mercy of wildly fluctuating portfolios. Read more…

As the end of each year approaches, conversations with many of our wealth management clients turn to strategies for lowering their tax bill. Read more…

The use of donor-advised funds (DAF) as a charitable giving vehicle has exploded in popularity in recent years. Read more…

Despite recent downward trends, the facts are stark: More than 689,000 people divorced in 2021. These high numbers reveal a fundamental truth: Every year, hundreds of thousands of Americans discover just how complicated divorce finances can be. As a result, there are multiple questions to answer. Read more…

Protect Your Net Worth with Tax Planning Strategy Taxes are an inevitable part of life, but that doesn't mean you have to let them steal your future. With proper tax planning as a part of your holistic financial plan, you can protect your family's finances and make the most of your hard-earned Read more…

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A charitable contribution is the gift of cash or property made to a nonprofit organization. The gift is meant to help an organization accomplish its goals, and the donor receives nothing in return. In most years, taxpayers can deduct cash charitable donations to public charities of up to 60% of Read more…

From a young age, I’ve enjoyed giving back. Almost every year of high school and college I participated in a mission trip. Since college I’ve had the amazing opportunity to travel to Uganda to help those in need. (See some of the life lessons I learned on this amazing trip). Each trip was unique, Read more…