At Litman Gregory, we partner with people at many stages of life, from busy executives and individual entrepreneurs to young couples planning for a family’s future and multigenerational families managing their legacy. In every case, including yours, our experienced advisor professionals deliver comprehensive wealth management to coordinate all facets of your finances, while managing your investments in a way that best supports your financial goals.
Insight Newsletter—Third Quarter 2022
Read our latest Insight Newsletter. Included this quarter is our recent investment commentary, an update on inflation-protected bonds, an overview of I Savings Bonds, cybersecurity protection tips, tax planning strategies, team announcements and more!
‘Tis the Season for Giving: Charitable Gift Planning
Giving Tuesday – a global day of philanthropy – is a fitting time to consider your charitable goals and how to maximize your impact on the causes and organizations most important to you. In this post, we share strategies that we find helpful in planning discussions with our clients, including how to engage your next generation in philanthropic giving.
Planning for One Thing That’s Certain: Taxes
With just a few months left in a year full of uncertainties, we wanted to share some timeless planning techniques for one of the year’s certainties: Taxes. This post covers strategies that Litman Gregory Wealth Management considers as we help our clients optimize the tax-efficiency of their overall planning as well as our portfolio management throughout the tax year.