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3 Ways to Cut Your Taxes With Tax Smart Charitable Giving

Brian Fricke, CFP®December 10, 2020Taxes

At the end of the year, a lot of people consider charitable giving. While helping others is the most important thing, there are a few things you can keep in mind so that your giving also reduces your taxes.

3 Options to Consider Before Cashing in Your Life Insurance

Brian Fricke, CFP®September 15, 2016Life Insurance

During a regular review meeting with one of our clients they were questioning whether they should keep their life insurance policies or take the cash value now. Here’s three other options we had them consider:

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