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![Maximizing Tax Savings: End-of-Year Tax Planning Ideas to Consider](https://static.wixstatic.com/media/30a692_632a96afec7848278eee623cbd07d0b5~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/30a692_632a96afec7848278eee623cbd07d0b5~mv2.webp)
Steven C. Balch, CFP®
Nov 20, 20244 min read
Maximizing Tax Savings: End-of-Year Tax Planning Ideas to Consider
As the year draws to a close, reviewing your financial affairs and engaging in strategic tax planning becomes increasingly important....
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![Navigating a Potential Lost Decade](https://static.wixstatic.com/media/30a692_dd230fc80d1a4aae866822665ddda4a4~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/30a692_dd230fc80d1a4aae866822665ddda4a4~mv2.webp)
Steven C. Balch, CFP®
Oct 28, 20243 min read
Navigating a Potential Lost Decade
Goldman Sachs recently made headlines by predicting that the S&P 500 will return 3% yearly for the next decade, significantly below the...
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![Understanding Donor Advised Funds: A Smart Charitable Giving Solution](https://static.wixstatic.com/media/30a692_632a96afec7848278eee623cbd07d0b5~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/30a692_632a96afec7848278eee623cbd07d0b5~mv2.webp)
Steven C. Balch, CFP®
Oct 16, 20243 min read
Understanding Donor Advised Funds: A Smart Charitable Giving Solution
With the end of the year around the corner, gifting to charities becomes a focus for many individuals and families. Typically, for most...
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![Is Social Security Really Going Bankrupt by 2035? Here’s the Real Deal](https://static.wixstatic.com/media/30a692_3917718a680044b6af2bd8096e0c0426~mv2.jpeg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/30a692_3917718a680044b6af2bd8096e0c0426~mv2.webp)
Steven C. Balch, CFP®
Jun 3, 20243 min read
Is Social Security Really Going Bankrupt by 2035? Here’s the Real Deal
Get the key facts about Social Security insolvency and what it means
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![Important Numbers for 2024](https://static.wixstatic.com/media/30a692_e3bb49fce37d48ef9278be3acdf81738~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/30a692_e3bb49fce37d48ef9278be3acdf81738~mv2.webp)
Certa Financial Planning
Mar 7, 20241 min read
Important Numbers for 2024
Our two-page guide outlines the important numbers for the year. It includes: Tax rates for MFJ, Single, and Estates/Trusts AMT annual...
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