Charitable Giving Strategies

Donation Box as part of Charitable Giving Strategies

Everyone aspires to leave the world a better place, sometimes that means planning a more defined approach to their charitable giving strategy.

Medicare Open Enrollment

Medicare-Eligible Woman Researching on the Computer

If you’re on Medicare, put an X on your calendar for October 15th, and mark another X for December 7th. This is the open enrollment period for existing Medicare enrollees who want to make changes to their coverage, and those changes go into effect beginning on January 1st, 2024.

DO I NEED A BUDGET?

“If you don’t know where you want to go, then it doesn’t matter which path you take,” said the Cheshire Cat in Lewis Carroll’s classic novel, Alice in Wonderland.