Bruce R. Barton, CFP® CFA December 16, 2024 Charitable Giving Year-End Giving: A Two-for-One Tax Break with Donor-Advised Funds Bruce R. Barton, CFP® CFA December 16, 2024 Charitable Giving A donor-advised fund is a smart and flexible way to make charitable contributions, especially in a high-income year. Read on to learn how to maximize tax benefits and make a greater impact with your charitable giving.
Parkworth Wealth Management February 1, 2023 Investment Management The Top Five Reddit Questions on RSUs Parkworth Wealth Management February 1, 2023 Investment Management Read on to find out what the Reddit community often asks about restricted stock units (RSUs), and how we would weigh in with our financial expertise.