Charitable giving not only supports the causes you care about but also offers potential tax benefits. By implementing tax-efficient charitable donation strategies, you can make a meaningful difference in the world while optimizing your financial situation. Let’s...
When you imagine your retirement, you might picture traveling to sandy beaches, enjoying hobbies, and spending more time with family. Budgeting seems the opposite of fun, but some thoughtful planning can help you understand how income and spending change in...
Alaska. A state with 364 million acres of untouched wilderness and national parks larger than some countries. Nicknamed “the last frontier,” it’s a popular destination for adventurous explorers and leisure travelers alike. If you’re considering a dream vacation to...
In honor of Father’s Day, we asked Jack Tunge, CFP®, and proud “girl dad” to three-year-old Charlie, for his thoughts on fatherhood and financial advice. A lot changes when you become a dad, including finances. Do you have any tips for new or expecting...
What do you picture when you think of retirement? Long summer days at your Lake Michigan cottage? Traveling somewhere you’ve never been before? Having more time to spend with family or work in your garden? We work hard to enjoy our retirement and it’s a lot of fun to...
While dentistry can be an incredibly rewarding profession, dentists face a unique set of financial challenges that can make it difficult to plan for their future. Young dentists, in particular, are faced with a myriad of choices that can have a significant impact on...
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