Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The Innovative Wealth Team Private Client Division offers clients a fully digital experience from using Video Conferencing for meetings, to the latest in financial technology and a fully digital account experience without sacrificing a dedicated CERTIFIED FINANCIAL PLANNER ™ professional who will guide you through your financial journey. We will coordinate with your tax and estate advisors, as well as any other parties you would like included in planning for your financial future. Regardless of where you are on your journey or how you choose to engage, our team is ready to help you achieve your financial freedom.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Saving Early & Letting Time Work for You
See how starting early—not saving more—can be the most powerful move you make for your long-term future.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Introducing the 530A Accounts
An article explaining 530A Accounts.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.