Do Good, Feel Good – Making a Difference
October 18, 2022
Over the past few months, we’ve released a series of blog posts sharing ways individuals and families can impact their community and the world. As the series comes to an end, we want to highlight some of the ways to make a difference. 1. Volunteering There are many different types of volunteering and ways to […]
Do Good, Feel Good – Volunteering
June 28, 2022
Do Good, Feel Good – Volunteering is the first in a series of blog posts highlighting ways that individuals and families can have an impact on their community and the world. Outside of giving financially to an organization, volunteering is one of the top ways those who are philanthropically inclined can have an impact. There […]
Market Pullbacks and Financial Planning
June 7, 2022
With market volatility comes ups and downs. You may pay closer attention to your portfolio when the headlines are flashing red on the screen than prioritizing other aspects of your financial life; it is only natural. Taking a step back to evaluate the bigger picture can be beneficial to your wealth and stress levels. When […]
5 Tax Planning Checks that Could Save Thousands!
March 8, 2022
Now that tax time is here, you’re probably starting to load everything into your tax preparation software or send documents to your CPA. There are many tax documents mailed to you or available online, but what about some of the items that are tougher to keep track of? Here are five tax strategies that are often […]
Top 5 Ways To Gift Outside of Cash
April 1, 2021
When people think about their personal philanthropy, they often envision giving weekly to their church or writing checks to an organization during an annual fundraiser. However, many people don’t realize that there are multiple other ways to give, some of which provide financial benefits above and beyond a simple tax deduction. While it’s true the […]
6 Tax Planning Checks That Could Save Thousands!
March 9, 2021
Now that tax time is here; you’re probably starting to load everything into your tax preparation software or send documents to your CPA. There are many tax documents mailed to you or available online, but what about some of the items that are tougher to keep track of? Here are six tax strategies that are […]
Top 3 Year-End Planning Tips for Lawyers
December 29, 2020
As I’ve spoken with many lawyers throughout 2020, I’ve been impressed by how resilient most law firms have been. Most lawyers have seen their firms hold steady, and some have even seen growth in 2020. I consider that an amazing testament to the long-established truth that nothing of any importance gets done without the input […]
5 Tax-Saving Moves For Your 2019 Tax Return
April 1, 2020
Now that tax time is here, you’re probably starting to load everything into your tax preparation software or send documents to your CPA. There are many tax documents mailed to you or available online, but what about some of the items that are tougher to keep track of? Here are 5 helpful reminders for items […]
Financial Planning During Down Markets
March 24, 2020
During periods of market volatility, it is very normal to pay close attention to your portfolio while putting other aspects of your financial life on hold. However, there are many important planning items that should not be overlooked during these times. Here are a few planning ideas that can be implemented during market downturns that […]
Year-End Tax Planning – Strategies to Save
October 8, 2019
The Tax Cuts and Jobs Act of 2017 (TCJA) put into place new tax legislation for Americans, officially taking effect for the 2018 tax year. The full effect of the changes was not felt by most individuals and families until they filed their returns in April of this year. If proactively planned for, below are […]
InvestmentNews awards BDF 2019 Best Places to Work for Financial Advisers
April 10, 2019
Balasa Dinverno Foltz LLC has been recognized as a 2019 Best Places to Work for Financial Advisers as announced by InvestmentNews April 1, 2019. BDF was chosen as one of this year’s top-75 based on employer and employee surveys delving into everything from company culture, benefits, career paths and more. InvestmentNews partnered with Best Companies Group, an independent research […]
5 Important Things to Know for Your 2018 Taxes
March 5, 2019
With tax time finally here, you’re probably starting to load everything into your tax preparation software or send documents to your CPA. Below are a few items that may be tougher to keep track of during the year but are certainly important pieces of information to pass along to your tax preparer. 529 Contributions/Distributions – […]