Trillium Financial Advisors

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Donor-Advised Funds Combine Charitable Impact with Tax Benefits

This article discusses how a donor-advised fund might be used to time charitable contributions for tax purposes or to gift appreciated assets.
HOT TOPIC: Rescuing America’s Safety Net

This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
Building Financial Resilience

Steps to be better positioned for turbulent events such as inflation, roller-coaster markets, and global events — and hopefully emerge even stronger.
Leave a Lasting Gift with an Ethical Will

An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Car Affordability

How much can you afford to pay for a car?
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.