Steve Carlson and Joe Ottaviano

Doing Good GIVES You a Tax Break! Part 1

Learn how being charitable can improve your tax situation in retirement! Doing Good GIVES You a Tax Break is a three-part series. Watch Part 1 on Qualified Charitable Distributions below. You can also check out our recent blog about Required Minimum Distributions (RMDs) for background information. Join us next time to learn about a unique strategy to

Interest Rates


Interest rates are an important part of everyone’s lives! Following the 2008 financial crisis, the Federal Reserve (“the Fed”) began to gradually increase key interest rates in December 2015 from a record low of near zero.  The expectation is that the Fed will continue raising rates in 2018 and 2019 (See Fed Chart.) On the