Spread the Warmth: Reasons to Give Back This Summer
Charitable Planning Amar Shah Charitable Planning Amar Shah

Spread the Warmth: Reasons to Give Back This Summer

As the sun shines brighter and the days grow longer, summer emerges as the perfect season to spread warmth beyond the weather.While many associate this time of year with vacations and relaxation, it also presents a critical period for charitable organizations facing heightened demands. Hospitals, blood banks, and youth support programs require increased support, as do homeless and pet shelters during this time.

Read More
Retirement: The Next Best Decade

Retirement: The Next Best Decade

When discussing getting older too often we hear things like “your best years are behind you”, or “with age comes aches and pains” and many other getting older catch phrases. As we step into the next decade, retirement is undergoing a transformative evolution. No longer confined to a static period of rest after a lifetime of work, the upcoming decade promises to redefine retirement as a dynamic phase filled with opportunities for growth, exploration, and fulfillment.

Read More
Navigating the New Year: Financial Strategies for Solo Households
Cheri Turner, Financial Advisor Cheri Turner, Financial Advisor

Navigating the New Year: Financial Strategies for Solo Households

As we step into the New Year, the dawn of fresh beginnings prompts reflection and resolution. For those steering the ship of a solo household, the journey into the unknown often comes with its unique set of challenges and responsibilities. Navigating through life without a partner or additional support requires careful financial planning to ensure stability and security.

Read More
Unlocking Generosity: Gifting to Family with Strategic Charitable Planning
Charitable Planning, Estate Planning Client First Capital Charitable Planning, Estate Planning Client First Capital

Unlocking Generosity: Gifting to Family with Strategic Charitable Planning

Expressing love through financial support is a powerful gesture, but understanding the tax implications is crucial. Gifting money to family members goes beyond material presents, offering financial assistance and security. In this article, we'll delve into the nuances of charitable planning and the tax considerations that accompany it.

Read More