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taxes
Will the SECURE Act affect your charitable giving in 2020? Find out.

How did the SECURE Act change charitable giving?

What changed and what stays the same with Charitable Giving under the SECURE Act of 2020.
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Tax decisions need to be made by Dec. 31st.

Donors should do these things before Dec. 31

Important tax-planning decisions depend on the actions you take before the end of 2019. That’s because Dec. 31 is the deadline for implementing certain strategies that may help.
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How to bundle your charitable giving to increase tax savings

Bundling your charitable giving could provide you with additional tax savings by increasing the likelihood of exceeding the standard deduction.
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Make tax-smart decisions today to potentially earn a larger return next year

Use your 2018 refund to your advantage in 2019

We’re going to ask you to do something hard. We’re going to ask you to NOT spend your 2018 tax refund on a new car, a vacation or the latest electronic gadget. At this time next year, you’ll be glad you did.
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Guy grabbing for a dollar

Three suggestions on how to spend (or not spend) your tax refund

Our insurance professionals share three insights on the best use of a tax refund.
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