Donating appreciated stock through a donor-advised fund can offer two tax advantages: avoiding capital gains and potentially receiving a charitable deduction. Learn how to make your charitable giving more tax-efficient.
Taking RMDs and giving to charity? Before you write the check, consider which account it should come from. Part 1 of our Tax-Smart Charitable Giving series explains why a QCD may be worth considering.
Financial independence isn’t just about retiring from work—it’s about creating the freedom to pursue meaningful contribution, purpose, and impact throughout retirement.
Is international investing riskier? For retirees, global diversification may actually reduce the risks that matter most.
Tax preparation tells the story of what happened. Tax planning helps write the next chapter. Learn how connecting the two can create a more efficient, forward-looking financial strategy.
Think your Social Security benefits are no longer taxable? Think again. The new “Big Beautiful Bill” changes the math—but not the rules. Here’s what retirees really need to know.
Post-tax season is the perfect time to review your financial goals, optimize tax strategies, and ensure your investments align with your long-term plan.
We are pleased to announce that Andrea Silbernagel is now a partner at Fort Vancouver Investment Management. Having joined FVIM as an Advisor in 2022, Andrea brings valuable expertise in tax and financial planning.