RINA’s year-end tax planning alert mentioned that Qualified Opportunity Zones (QOZ) are an excellent tax-free investment for those worried about capital gains. But what was not mentioned is that you can still save on your 2019 taxes with QOZs. QOZs were created as a part of the 2017 Tax Cut and Jobs Act to encourage […]

The Coronavirus Aid, Relief, and Economic Security (CARES) Act includes two changes to the rules for charitable income tax deductions for individuals with an aim to increase philanthropy throughout the country. The Act: Increases the Adjusted Gross Income (AGI) Limitation for 2020 for Cash Gifts Initiates a $300 Above-the-Line Charitable Income Deduction Change to the […]

When it came time to choose a new name for my growing financial advisory practice, frankly the choice was quite simple. How could I marry my passion for baking bread and socially responsible investing? Rise Financial was born. The vision behind the firm is straightforward: take the recipe of baking bread through hard work, careful kneading and patience, and apply these same concepts to investing in companies and products that will make a meaningful difference in our lives. These are the right ingredients for success.

Socially Responsible Investing (SRI), the concept of investing in companies and products that make a positive societal impact, has been around for many decades. However in this time of unprecedented political and global turmoil, socially responsible investing is more important than ever. SRI empowers individuals, families and institutions to invest in something that both supports your values and can provide strong returns.