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David K. Ward,Jr.CFP®, MS

October 22, 2025

Charitable Giving Strategies for High-Net-Worth Retirees

Explore tax-smart charitable giving strategies for retirees to maximize impact, reduce taxes, and leave a lasting legacy.

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Featured

Savant

October 21, 2025

2026 Medicare Updates: Higher Costs, Fewer Choices, Big Decisions

Medicare brings higher costs, fewer choices, and new rules in 2026. Review your plan during open enrollment to help avoid surprises.

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Past Commentary & Articles

Article

Savant

March 16, 1999

Grandparents and College Planning – Invaluable Gifts of Time, Money and Wisdom

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