May 1, 2025
By Tanner Doudna Similar to saving for college, there are tax benefits to setting aside savings in accounts specifically designated for retirement. While college savings accounts […]
December 1, 2024
By Tanner Doudna As the end of the calendar year approaches, charitable giving is often top of mind. During this time, hearts soften towards giving and […]
May 1, 2024
By Bradley Miller Our goal of caring for our clients and delivering value drives us to work hard to understand their financial dreams and what concerns […]
February 1, 2024
By Chris Daunhauer Benjamin Franklin told a friend in a letter that there’s nothing really certain in life except “death and taxes.” Franklin’s famous claim has […]
September 1, 2023
By Christopher Daunhauer I’ve had several clients in the past year mention in passing that they would enjoy giving significant amounts to their children or grandchildren […]
June 1, 2022
By Tanner Doudna In 2017, the standard deduction was significantly increased in an effort to simplify taxes. With the standard deduction being as high as it […]
June 1, 2021
By Tanner Doudna I am a big fan of Roth conversions. Not only do you control the rate at which you pay income tax, but once […]
January 29, 2020
By Chris Daunhauer TrustWell’s clients who are subject to RMD rules are increasingly using qualified charitable distributions (QCDs) to make annual charitable gifts directly from their […]
May 1, 2019
By Chris Daunhauer TrustWell’s clients know that we think giving to worthwhile charities is one of the best things they can do with their money and […]