August 8, 2024
Now is a Great Time to Gift: Here are 3 Ways to Do It Smarter
With the Tax Cuts and Jobs Act of 2017 scheduled to sunset at the end of 2025, here are three reasons why you should be gifting now.
Felton & Peel Blog
Charitable Gift Planning
Financial planning insights, tax strategy, and retirement guidance from Felton & Peel Wealth Management.
April 30, 2024
The 4 Best-Kept Tax Benefits of a Private Foundation
Here are the four best-kept tax benefits of why high-net-worth individuals use private foundations to save on taxes.
November 4, 2022
What Are Qualified Charitable Distributions (QCDs)?
A QCD is a transfer of funds directly from your Individual Retirement Account(IRA) to an IRS qualified charity.
September 7, 2021
Personal Finance: The Not-So-Secret Ingredient to Wealth Creation
Getting a grip on your personal finance; how you plan for your future and manage your money, is the foundation of any future wealth success.
September 20, 2018
Donor-Advised Fund: How A “Poor Man’s Foundation” Saves You Money
You may have heard of “donor-advised funds”, but feel confused about them. Are they solely for the rich? How could they work for those with less savings?