Donor-Advised Fund (DAF)
Check out this tax-efficient vehicle for those interested in philanthropy. For better viewability, check out this pdf.
Irrevocable Life Insurance Trust (ILIT)
Learn about this estate planning strategy! For better viewability, check out this pdf.
Spousal Lifetime Access Trust (SLAT)
Learn about this tax-efficient vehicle for married couples! For better viewability, check out this pdf.
Burnham’s Blueprint – 1st Quarter
We’ve reached the end of Q1, which means it’s time for our second Burnham’s Blueprint. Read below for insights on the current state of the economy and what we’re looking at over the next couple of months. If you have trouble viewing the images...
The Long-Term Investing Playbook
Here’s a good reminder if you find yourself wondering: is now the time to stay invested? If you have trouble viewing the images below, view here.