Charitable giving can be a powerful tool for both making an impact and optimizing your financial strategy—but the way you give matters. Whether you’re considering a private foundation, a donor-advised fund, a charitable trust, or donating appreciated stock, each option offers unique benefits. The key is finding the right fit for your goals, your tax strategy, and your long-term legacy. Let’s break down your options and help you make the most of your giving.

Every year, taxpayers leave money on the table by missing out on deductions and credits they qualify for. From charitable donations to business tax breaks, knowing what’s available can mean big savings. In this Deep Dive, we highlight the most overlooked tax-saving opportunities—so you can maximize your return and minimize surprises.

Saving for retirement is about more than just setting money aside—it’s about making tax-smart moves that maximize your savings and minimize your tax burden. Whether you're choosing between Roth vs. Traditional accounts, increasing contributions, or leveraging employer matches, the right strategy can set you up for long-term financial success. Learn how to make the most of tax-efficient retirement savings in our latest Deep Dive.

Start 2025 on the right foot with proactive tax planning! At The Purple Group, we’ve outlined the Top 5 Tax Tips to help you save, simplify, and achieve your goals. From maximizing retirement contributions to making strategic charitable donations, these actionable tips will ensure your tax strategy works for you this year. Let’s make 2025 your most financially successful year yet!

Keeping your personal information safe is more important than ever, and freezing your credit can be an important tool to protect yourself from identity theft. This guide explains the process.