Saving Money on Taxes With a Donor-Advised Fund

Saving Money on Taxes With a Donor-Advised Fund

By Jason Epps, CFP®, CRPC®  Giving back is a great way to use your money. You could always buy a bigger TV or some designer clothes, but that doesn’t add value to the world and to your community like giving back does. Making charitable donations is rewarded with...
Should You Keep That Rental Property?

Should You Keep That Rental Property?

By Jason Epps, CFP®, CRPC®  Owning real estate is one of the most attractive investments as it provides owners with a steady stream of income and it’s considered “passive.” As a rental property owner, you have likely figured out that being a landlord is anything...
10 Questions You Should Ask Your Advisor

10 Questions You Should Ask Your Advisor

By Jason Epps, CFP®, CRPC®  It’s pretty rare these days to hear anyone complain about a lack of options. Whether it’s selecting a restaurant or finding a doctor, the multitude of choices can feel overwhelming. When it comes to choosing a financial advisor, the...
We Are Here for Your Friends and Family This Holiday Season

We Are Here for Your Friends and Family This Holiday Season

By Tricia Lepofsky The holidays can be an extra financial burden in a regular year, but with all that 2021 has thrown at us in terms of increasing inflation rates, supply chain issues, and employment upheaval due to “The Great Resignation,” (1) it’s understandable if...