Articles
Choosing the Right Financial Advisor: Are Your Goals Aligned?
A parent approached me at a recent youth soccer tournament during one of the breaks between games. Knowing my profession, he asked, “What do you
How We Manage & Invest Our Own Money
By Jeff McClean and Zach Whitchurch At Solidarity Wealth, we don’t just talk about managing money—we live it. As entrepreneurs, we’ve navigated the same challenges
5 Strategies for Tax-Efficient Charitable Giving
By Zach Whitchurch, President & Lynn Evans, Director of Family Office Services When it comes to philanthropy, most people focus on its profound impact on
8 Proactive Year-End Tax Strategies for 2024
By Lynn Evans As 2024 draws to a close, now is the time to take a proactive approach to your financial and tax planning to
Qualified Small Business Stock: A Tax Game-Changer for Business Owners
As a business owner, imagine your first $10 million in gains being completely tax-free. This is the power of Qualified Small Business Stock
Moving Beyond Money: Creating Purpose in Your Wealth Transfer
By Zach Whitchurch President | Wealth Advisor Certified Private Wealth Advisor® CFP® When people ask me about transferring wealth to the next generation, they often