Gifting Opportunities in a Low-Interest-Rate Environment

In early 2020, the Fed cut down their rate to zero to stimulate the economy. We have since learned this was far less effective to the overall market than planned, but individuals can still benefit significantly. An earlier post on charitable contributions discussed some new rules to increase donations for the tax year 2020. This article will dive further into attractive giving …

Did Your Babysitter Make the Nice List?

With the holiday season in full swing and sales poised to set another record, some might wonder how this money is being spent. Although not shown in the graph, family members benefit the most, with people devoting the majority of their holiday budget to gifts on family members. Money spent on items such as cards, flowers, and decorations has remained …