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How to Take Advantage of Donor-Advised Funds and Special 2020 Tax Deductions for Donations

By Krista Thompson

As a CPA, one of the questions that I have been getting more frequently is, “What is a donor-advised fund?” This is not surprising as the number of individual donor-advised fund accounts has grown by over 50% for the second year in a row, according to the National Philanthropic Trust’s 2019 …

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Lessons from Prior Economic Recessions for the American Investor

Posted on September 23, 2020

Find a Financial Advisor Near You: The Complete Guide to Choosing the Right Financial Advisor

Posted on September 16, 2020

4 Unforeseen Challenges for Business Owners Considering Third-Party Sales

Posted on September 11, 2020

3 Revealing Questions to Ask Your Advisor to Determine Their Motives with Your Money

Posted on September 2, 2020

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In the News

Carson Partner Bender Financial Services Rebrands to Carson Wealth

Posted on August 10, 2020

HIGHLANDS RANCH, Colorado – August 10, 2020 – Bender Financial Services, a wealth management firm headquartered in Highlands Ranch, Colorado, has announced their decision to rebrand to Carson Wealth in order to further their commitment to client service and elevate their competitive advanta …

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Anna Fagan Joins Carson Wealth, Expanding Firm’s Services in the D.C. Metro Area

Posted on June 4, 2020

3 Roth Conversion Traps To Avoid After The SECURE Act

Posted on January 28, 2020

10 Common Estate Planning Mistakes (and How to Avoid Them)

Posted on December 6, 2019

4 Ways To Improve Your Estate Plan

Posted on November 11, 2019

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Market Commentary

Market Commentary: S&P Continues Decline, but Home Sales on the Rise

The S&P 500 declined for the fourth straight week. On Wednesday, the index of large U.S. companies had declined just more than 9.5% but rallied late in the week. The S&P 500 is 7.8% below its Sept. 2 high. The four-week decline has matched the characteristics of a price adjustment a …

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Newsletters

How to Invest Creatively in Your Fall Vacation this Year

Posted on September 3, 2020

Sneaking away during the lull between peak times – “the shoulder season” – is popular with savvy travelers for reduced crowds, milder weather and usually great deals on travel packages.

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Blog

How to Take Advantage of Donor-Advised Funds and Special 2020 Tax Deductions for Donations

Lessons from Prior Economic Recessions for the American Investor

Find a Financial Advisor Near You: The Complete Guide to Choosing the Right Financial Advisor

4 Unforeseen Challenges for Business Owners Considering Third-Party Sales

3 Revealing Questions to Ask Your Advisor to Determine Their Motives with Your Money

In the News

In the News

Carson Partner Bender Financial Services Rebrands to Carson Wealth

Anna Fagan Joins Carson Wealth, Expanding Firm’s Services in the D.C. Metro Area

3 Roth Conversion Traps To Avoid After The SECURE Act

10 Common Estate Planning Mistakes (and How to Avoid Them)

4 Ways To Improve Your Estate Plan

Market Commentary

Market Commentary

Market Commentary: S&P Continues Decline, but Home Sales on the Rise

Market Commentary: Restaurants are Rebounding, but S&P Still Lags

Market Commentary: The S&P fell for the Second Week Straight and Inflation Rises

Market Commentary: Sharp Decline in S&P 500 Could Signal More Volatility

Market Commentary: Higher Inflation Expected in Coming Years, S&P Sees More Gains

Newsletters

Newsletters

How to Invest Creatively in Your Fall Vacation this Year

Comparing Traditional Mortgages and Variable-Rate Mortgages in the COVID-19 Economy

Paying Off Debt: As You Work Toward Debt Freedom, is the Snowball or Avalanche Method Right for You?

How to Put the Hard Financial Lessons of Quarantine to Work for You

How to Use a 529 Plan to Help 2020 Grads Celebrate-In-Place During Coronavirus Quarantine

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