Financial Blog

Longer-form articles addressing some of the more complex financial planning, investment, and tax planning issues we frequently address.

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Tax-Efficient Charitable Giving Strategies

Malissa Marshall, CFP®, MS Tax, EA

Dec 2, 2022
5 min

Charitable Giving

Tax-Efficient Charitable Giving Strategies

Using Donor Advised Funds (DAFs) and Qualified Charitable Distributions (QCDs) for tax efficiency.

Malissa Marshall, CFP®, MS Tax, EA

Jan 25, 2021
6 min

Estate Planning

How To Build A Strong Estate Plan

Estate planning can present many challenges. When done right, it ensures your wishes are followed and your loved ones are cared for.

Now’s a Good Time to Review (or Prepare) Your Advance Directive

Malissa Marshall, CFP®, MS Tax, EA

Mar 29, 2020
2 min

Estate Planning

Now’s a Good Time to Review (or Prepare) Your Advance Directive

In this time of the coronavirus pandemic, I wanted to spend some time discussing Advance Directives.

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