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

millnenials saving for retirement or pay off student loans

WBIR: Save for Retirement or Pay Off Student Loans?

Millennials—the generation of Americans born between 1982 and 2000—now outnumber Baby Boomers. Many in this younger generation are tackling a dilemma few before them have had to face: Save for retirement or pay off student loans?  Paul Fain, President of Asset Planning Corporation joins us with advice for your money.   WE KNOW THAT COLLEGE TUITION