Give An Inheritance During Your Life? Douglas M. Lynch, CPA, CFA, CFP Creating a gifting strategy to donate assets to non-profits or causes that are meaningful is a standard part of many financial plans – not just estate plans. Giving can begin at any age and is often a family Read More…
Retirement
Retiring in a Volatile Market
Retiring in a Volatile Market: Control What You Can Douglas M. Lynch, CPA, CFA, CFP Retirement during a volatile market is unsettling. Whether you are on the cusp or have already made the leap, a market downturn’s impact on your savings will be felt now and potentially for years to Read More…
