Insights

What are donor-advised funds?

December 18, 2023

Donor-advised funds (DAFs) can help you maximize the impact of a charitable gift while also helping you minimize your taxes during a given year.

What are qualified charitable distributions?

December 18, 2023

you can use your retirement savings to benefit the charities and causes you care about. We explain how qualified charitable contributions (QCDs) work. “

What is tax planning?

December 18, 2023

Ideally, your financial advisor and accountant are constantly looking for opportunities to lower your tax bill. Sue Mazzetti explains the ins-and-outs of tax planning.

December 2023 market update

December 8, 2023

After a year in which Federal Reserve Chairman Jerome Powell managed to hold everyone’s attention – again – here we are waiting for the outcome of the last FOMC meeting

Stocks and bonds rallied in November, thanks to signs that the Fed may cut rates next year.

How to merge your finances when you remarry: Mike Barry shares tips with Barron’s

December 7, 2023

Remarrying and combining your family with someone else’s can be complicated. It’s normal for emotions to run high. Beyond adjusting to new family dynamics, blending two families together can create

Quorum Managing Partner Mike Barry shared tips for how to successful blend family finances, from the day-to-day to estate planning, with Barron’s.

Kelly Milligan’s tips featured in “8 Ways People Become Poor While Earning a High-End Salary”

December 1, 2023

We’ve written extensively on this blog about how to protect the money you work so hard to earn. Recently, GOBankingRates asked Quorum Managing Partner Kelly Milligan to share his insights

Quorum Managing Partner Kelly Milligan shares tips to help high earners avoid common money mistakes and build wealth with GOBankingRates.

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