Spreading Generosity
Americans gave almost $450 billion to charity in 2019, an increase of 4.2% over the previous year....
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Author: Michael Harter
Lessons from the Lockdown: A Back-to-Basics Holiday
If there is one thing the COVID-19 stay-at-home orders demonstrated, it was the need to find joy in simple pleasures. In fact, 43% of respondents to one survey said they had “changed their ways for the better” as a...
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Is Now a Good Time to Consider a Roth Conversion?
This year has been challenging on many fronts, but one financial opportunity may have emerged from...
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Year-End 2020 Tax Tips
Here are some things to consider as you weigh potential tax moves before the end of the year....
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Homeownership Rate Spikes During Quarantine
The U.S. homeownership rate jumped by 2.6% in the second quarter of 2020, the largest quarterly...
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