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 Financial Independence Tips for Women in Honor of International Woman’s Day
1. So what IS International Women’s Day?
2. I’m a woman seeking financial independence, what are the top tips I should know?
3. How do I support other women?
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.