by Eve Kaplan | Nov 22, 2019 | 401(k) and 403(b) Plans, Fee-Only Financial Planning, Fiduciary Standards in Financial Planning, Financial Planning, Investing, Investments, Long Term Care, Retirement Planning, Taxes
Here are the Ten Commandments for achieving strong financial health. The Ten Commandments: KNOW HOW IS YOUR ADVISOR IS PAID. It really does matter because the quality and kind of advice you receive is a result of how your advisor is paid. The best model for receiving...
by Eve Kaplan | Oct 27, 2019 | Charitable Giving, Taxes
Let’s say you’re the lucky owner of a highly appreciated investment (stock, mutual fund) you’ve held for at least a year. What’s the best way to sell it? Or should you donate it? Here are several choices facing an early investor in Apple shares that I’ll call “Meg.”...
by Eve Kaplan | Aug 29, 2018 | Taxes
By Eve Kaplan, CFP® Here’s a smart way to make charitable donations that’s easy and cuts more of your taxes than the regular “write a check, take a tax deduction” route. The tool I recommend is called a Charitable Trust (sometimes also called a Donor Advised Fund)....
by Eve Kaplan | Feb 22, 2018 | Taxes
By Eve Kaplan, Certified Financial Planner® Now that the dust has settled, here are some smart tax moves to lower your taxes and/or avoid higher taxes/penalties in 2018. These steps may be especially helpful if you live in high property and high income tax states...
