The news has been full of stories about the fallout from the federal government furlough while congress and the administration iron out a budget for 2019.

The elimination of most pension plans, also known as “defined benefit” plans over the past 40 years has meant most working people must exercise some discipline to save for their own retirement and/

Over the past weeks, my colleagues and I have been having many conversations with our clients who are investors.

In June 2018, the Chronicle of Philanthropy, in an article by Megan O'Neil, predicted a $16.3 billion drop in charitable giving due to the tax laws enacted in late 2017.

Our last installment in June about Giving USA 2017 was a positive reflection on the continued and growing generosity of American philanthropy as reflected in the report of giving shown in 2017 fede

According to Giving USA 2018, for the first time in history annual US charitable giving exceeded $400 billion, with $410.02 billion in charitable gifts in 2017.

For as many years as I can recall, when a party to a divorce was ordered to pay alimony, their “consolation prize” was that the amount was deductible for federal income tax purposes.  This was

The Tax Relief and Jobs Creation Act that was signed into law at the close of 2017 is touted as the most extensive tax reform legislation since the 1986 Tax Act that I came to know early in my prof

Beyond medical care, one of the few differences for how professionals approach women as compared to men is in the area of financial planning.

February is a month that always reminds me of falling in love…Valentine’s Day smack in the middle of the month, and I got married in March, and my husband’s birthday is in February, so it’s all abo