🌟 Go Big or Go Home: Why 2025 Is the Year to Supercharge Your Charitable Giving.
Explore why 2025 is the most tax-efficient year to make charitable gifts before the One Big Beautiful Bill Act (OBBBA) changes take effect. Learn how donor-advised funds (DAFs) help high-net-worth families amplify impact, teach the next generation, and lock in today’s tax benefits.
Navigating Medicare Enrollment and Coverage Strategies
When you’re approaching 65, conversations about Medicare start to pop up everywhere—mailers, emails, HR updates, and well-meaning advice from colleagues, friends and family.
But here’s the thing: Medicare is not a one-size-fits-all system. The choices you make—when to enroll, which plan to pick, how to cover prescriptions—can impact your healthcare costs for decades.
Tax Planning for High-Income Women
Tax planning tips for high-income women: reduce taxes, grow wealth, and align your money moves with your goals. Strategic advice from Green Bee Advisory.
What the 2024 Tax Season Revealed About Wealth Strategy for High-Net-Worth Individuals
Are you unknowingly overpaying in taxes? As an Enrolled Agent and financial planner, I’m breaking down what this tax season taught me about preserving wealth, optimizing giving, and protecting your legacy — insights every high-net-worth household should know.
Top 5 Reasons to use a Donor Advised Fund, in honor of Donor Advised Fund Day
Charitable gift bunching, to take advantage of tax deductions.
Is it possible to create a Tax-Free Retirement? 🙏🏼
Creating a tax-free, or a tax-reduced, retirement is a goal many aspire to achieve, and with careful long-term planning and strategic financial decisions, it can become a reality. Here’s a comprehensive guide to help you navigate the path to a tax-free retirement.
🧐 What should I do in 2024 to help my long-term financial plan?
Empowering breadwinner women - what financial planning moves should I make in 2024 to align and progress towards my long-term financial goals?
What should I do for year-end financial planning?
Did I schedule my year-end review with Catherine @Green Bee Advisory? Read on for tips and to dos for year-end financial planning.
🏳️🌈Financial Planning Tips for High Net Worth LGBTQ+ Families
Happy June and PRIDE 🏳️🌈 month!
Financial Planning Tips for High Net Worth LGBTQ+ Families: Securing Wealth and Building a Legacy
High net worth LGBTQ+ families face unique financial challenges and opportunities. In this blog post, we will explore key financial planning tips tailored to the specific needs of affluent individuals and families within the LGBTQ+ community. From wealth preservation and tax planning to legacy building and philanthropy, we will provide insights to help you navigate the complexities of managing substantial wealth while ensuring a secure financial future for yourself and your loved ones.