Americans are still reeling from the recent passage of the Tax Cuts and Jobs Act at the end of 2017, which brought a slew of new tax code changes that were implemented at the start of this year. One of these changes is nearly doubling the standard deduction – which means that the total number… [Continue]
November 25, 2017 By
Season of Giving Requires Careful Consideration
In 2016, individuals in America donated a record of $281.6 billion to charity. The most common time for people to donate is during the holiday season, or the end of the year. For most of us, charitable giving comes from a place of kindness, or wanting to give back to the causes we care about.… [Continue]
February 10, 2017 By
The Road to Financial Independence is Rarely a Short One
Our financial life cycle is rarely short. In fact, there are seven stages I define as being part of the journey. Stage One: Building the Foundation Individuals between 20-30 years old with a net worth less than their current annual income, are in this stage. They’re looking to establish an emergency fund, eliminate debt, and… [Continue]
October 27, 2014 By
Charitable Donations – How to donate more to your Columbia MO cause and less to the tax man
Most charitable donations are managed through cutting a check to worthy Columbia, MO causes like The Food Bank for Central & Northeast Missouri and the Heart of Missouri United Way. But, did you know if you donate appreciated assets, like stocks, you might be able to avoid some personal taxes and produce a larger gift… [Continue]
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