Thanksgiving is the traditional time for giving thanks. However, there’s not a day that goes by during the rest of the year that I don’t reminisce about my time at the University of Maryland with gratitude, remembering all the connections and opportunities that my...
Consider using tax-advantaged accounts to help lower your tax bill. Even in the wake of complex tax provisions, a key to lowering your tax bill is really quite simple: report lower taxable income. Since few of us actually want to earn less, the next option to consider...
What Medicare decisions have to be made if you retire early? Continue working beyond age 65? Care for young children? Contribute to an HSA? Tim Brady, Raymond James private wealth consultant, walks through important considerations. Links are being provided for...
Think beyond checks, endowments and scholarships. Explore alumni donations that have truly broken the mold. Many alumni proudly boast their alma maters’ names and logos on sweatshirts, bumper stickers and even tattoos. However, universities rely on donations for...
Pass-through entities now have a more level planning field with businesses that benefitted from the 2017 corporate tax reduction. You might recall that the Tax Cuts and Jobs Act, enacted in December 2017, reduced corporate tax rates from 35% to 21%. Given this notable...
Our own Sara Lempa made this mouth-watering dessert and the PFG Team was thrilled to perform a taste test. We highly recommend it! Pudding 1 C milk ¾ C sugar 2 eggs lightly beaten ½ tsp salt 2 C stale breadcrumbs (white bread crumbled) 1 tsp vanilla 1 C pumpkin...
