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Make the Most Out of Your Charitable Giving This Year

How can taxpayers make the most out of their charitable giving?  Here is a great end-of-year hack for the charitably inclined: If you have appreciated...

Year-End Financial Planning: Roth & Crypto

There has been some talk about eliminating the Backdoor Roth. What is a Backdoor Roth, and what should we know about the planned changes? Not...

The End of 2021, Taxes and the Changes Coming. Get Prepared Now.

Four End of Year Tax Mitigation Tips: As we know, the House of Representatives already passed the Build Back Better (BBB) legislation. It contains...

Wealth Span: A Balance During Good and Bad Times

In 2020, AGEIST continued its research into the attitudes of our age cohort and learned more about how the effects of our life span...

Life Span: When a Relatively Short-Term Event Affects our Long-Term Outlook

In 2020, AGEIST collaborated with Jackson on an investor survey to discover how the COVID-19 pandemic may have affected the outlook those aged 50...

Data Reveals COVID-19 Impact on AGEIST Demographic

We recently completed a survey of 804 verified people in our group to better understand how the pandemic may have affected people's outlook on...

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