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Does Your 401(k) Hold Employer Stock? You Can Save Taxes, Receive Income, Reduce Risk, and Make a Gift

Posted May 2015

If you have a 401(k) holding your employer’s stock and it has appreciated significantly in value, you may have an excellent tax-saving opportunity ...

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Timing the Market—Charitably
Posted April 2015

Financial experts tell us that market timing does not work successfully for most investors. But there is a charitable way to time the market ...

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Making the Right Call: Charitable Planning Is Easier Than Football
Posted March 2015

In life, as in sports, we sometimes make calls that turn out badly.

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Life Insurance: An Excellent Gift When the Reasons for It Expire

Posted February 2015

People buy life insurance for five main reasons, any of which may “expire” eventually—at which time the policy can make an excellent charitable gift.

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