As more Baby Boomers reach retirement age we are seeing greater interest in charitable gifts that help save taxes (pre- or post-retirement) and/or produce lifetime income. In some of these cases, the best gift choice for a donor may involve unlocking the value of appreciation in real estate. Generally, the real estate being considered for […]

In an effort to stimulate the U.S. economy following the onset of The Great Recession in 2008, the Federal Reserve Bank reduced interest rates to historic lows. Post-2008 fixed income investments—including bonds, Certificates of Deposit, and money market funds—fell dramatically and investors who relied heavily on those assets suffered the most. Likewise, the payout rates […]