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Reasons to Use a Donor Advised Fund for Your Charitable Giving

October 6, 2019 | By Matthew Gordon, CFP®, RLP®

Everyone has different reasons for donating to charity. Beyond the benefits to the community and the increased happiness of the donor, charitable donations are also an effective way to reduce your tax burden. Often, people tend to get so wrapped up in the why behind charitable giving that they forget about the how.

Mutual Funds and Exchange Traded Funds (ETF’s) – A Comparison

August 23, 2019 | By Matthew Gordon, CFP®, RLP®

Offered a Buyout? Considerations to Make a Confident Decision

July 12, 2019 | By Brenna McLoughlin, CFP®, GFP (USA)

Employees of large corporations may some day be faced with a major decision to make: whether or not to take a buyout offer, voluntarily terminating employment for some sort of financial incentive.  An offer of a certain number of weeks or months of severance pay can be very attractive, and may be the right choice, though certainly not an easy one. Here are some considerations for employees to make an informed decision.