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Give Smarter using a Qualified Charitable Distribution (QCD)
Are you looking for a tax-smart way to give to charity while also reducing your taxable income?
John Gragg
Mar 141 min read
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I have $2 Million saved, how much should I spend?
You have worked hard and saved money your whole life, but when you enter retirement the switch gets flipped. Now you aren't making any...
John Gragg
Dec 6, 20241 min read
3 views
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4 Financial Scams to Watch out for
Billions of dollars are stolen every year from sophisticated scams - with some even using AI. In this video, we’ll break down 4 financial sc
John Gragg
May 31, 20241 min read
11 views
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