by Marilou Davido | Jan 13, 2025 | Resources
Saving money can often feel like a daunting task, especially when there are so many daily expenses and temptations to spend. However, automatic savings provides a simple solution that can help you build a financial cushion without having to think about it. What is...
by Marilou Davido | Jan 7, 2025 | Resources
In November 2024, the courts approved the settlement of a class action alleging the existence of an anticompetitive agreement that resulted in home sellers paying inflated commissions to real estate brokers or agents in violation of antitrust law. The case was brought...
by Jake Janicek | Dec 4, 2024 | Resources
With the February 18, 2025, decision by the U.S. District Court for the Eastern District of Texas, beneficial ownership information (BOI) reporting requirements under the Corporate Transparency Act (CTA) are once again back in effect. For the vast majority of...
by Marilou Davido | Nov 21, 2024 | Resources
A donor-advised fund (DAF) is a philanthropic vehicle that allows individuals, families, or organizations to make charitable donations while retaining certain controls over how those funds are distributed. It offers a flexible and efficient way to manage charitable...
by Marilou Davido | Oct 28, 2024 | Resources
Tax diversification in investing involves spreading your investments across different types of accounts, assets, and securities to optimize tax efficiency. Here’s a breakdown of key strategies and concepts: Account Types: Taxable Accounts: Investments in regular...
by Marilou Davido | Oct 21, 2024 | Resources
Managing personal finances effectively involves distinguishing between different types of expenses. Two key categories are fixed and variable expenses. Understanding these can help you budget better, plan, and maintain financial stability. Here’s a quick guide...
