Sue Schaeffer

What drives our Quorum?

You want to work with a financial advisor you trust. Part of that is getting to know why we do what we do—how we came to be financial advisors.

Wealth building for women: How is it different?

Women face certain realities that can make building wealth more complicated for them than for men. Sue explains how an advisor can help.

Women: Get the most out of your financial advisor relationship

There are so many misconceptions around how women handle money, and they can impact how women interact with financial advisors. Sue Mazzetti reviews common questions.

Tax planning at Quorum Private Wealth

Good tax planning often takes multiple people. That’s part of what makes our approach to tax planning at Quorum unique. Sue Mazzetti explains.

Tax preparation vs. Tax planning

While tax preparation deals with the logistics of filing your tax returns, tax planning is helps you optimize your taxes both now and in the future.

What is tax planning?

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.

What are qualified charitable distributions?

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

What are donor-advised funds?

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.

Make the most out of your charitable contributions

Donating to charity is about helping organizations and causes you care about. But that doesn’t mean you can’t maximize the gift and help your own finances in the process.

Tax planning for restricted stock units (RSUs)

Restricted stock units (RSUs) are an increasingly common form of bonus compensation. But many recipients don’t understand how they’re taxed.