Who should contribute to a Donor-Advised Fund? What are the tax benefits of contributing appreciated investments to a Donor-Advised Fund?
If you have access to an Employee Stock Purchase Plan (ESPP) at work, you may be unsure if it’s a good investment. You also might wonder how it’s taxed and whether to enroll in it. BWM Financial has experience helping clients at San Diego companies, including
Time to Read: 5 Minutes Before the holiday season gears up, there are some things you should check off your list so you can keep more of what you make and have more in the future. Good financial planning isn’t just about the right investments, it’s about strategic planning around taxes and thinking through
The impulse to help others in need and to share good fortune is universal. When it comes to giving plans that involve donating wealth, the elements of several different dimensions – demographic trends, market performance, advances in financial services,
When planning for expenses in retirement, it’s easy to begin thinking about travel and vacations while overlooking one significant expense – taxes. In Nationwide’s 2021 Retirement Income Survey, 41% of retirees surveyed reported wishing they had been better prepared for taxes leading up to retirement.
Time to Read: 5 Minutes Working during your senior years doesn’t have to be just about income. The National Institute on Aging reports that those who participate in regular physical activity, stay connected through social events, and keep up with a hobby have shown signs of or have reported feeling happier and healthier. Working in your