Category: Financial Concierge

September 22, 2026

Starting in the 2026 tax year, taxpayers who take the standard deduction may also deduct up to $1,000 in qualifying charitable cash donations, or $2,000 for joint filers. Learn which...

July 27, 2026

Preparing for Medicare. Learn when to enroll in Medicare Parts A, B, and D, understand the differences between Medigap and Medicare Advantage, avoid penalties, and make informed healthcare decisions that...

November 3, 2025

Charitable giving can support causes you care about while reducing your tax liability. From cash and stock gifts to donor-advised funds, QCDs, and legacy strategies, careful planning can help maximize...

May 12, 2025

Many affluent families underestimate the financial and logistical challenges of long-term care. From in-home support to full-service retirement communities, the costs can escalate quickly without a plan. This newsletter explores...

November 6, 2024

Social Security may not be enough to sustain your lifestyle in retirement.

May 1, 2024

Roth IRAs are seemingly magical retirement savings vehicles that provide tax-free growth on investments and distributions.

November 14, 2023

Year-end is always a good time to evaluate your current tax situation, with an eye toward future changes.

May 30, 2023

Long-term care insurance policies generally reimburse for expenses up to a set daily limit for services related to assistance with activities of daily living (ADL). These activities include bathing, eating,...

November 16, 2022

Year-end is always a good time to evaluate your current tax situation, with an eye toward future changes.

May 24, 2022

Making plans to keep your digital assets in order and managing your digital legacy is another way to ensure your financial life and cherished possessions are organized and secure.

November 18, 2021

Regardless of pending legislation, there are several tax planning opportunities you may wish to discuss with your tax advisor.

November 2, 2021

Managing your money means taking on difficult tasks and solving complex problems. It's easy to get lost. That's why GHPIA developed a suite of services we call "Financial Concierge." Our...

May 27, 2021

With the ever-changing technology surrounding financial data and the sophisticated, developed methods of fraudsters to target and successfully exploit seniors, it is important to understand your options and available protection...

November 11, 2020

Reviewing your financial affairs and long-term plans will give you an opportunity to think about what is most important to you and how you can best protect yourself and those...

July 10, 2020

GHP Investment Advisors and our custodians have a variety of safeguards in place to monitor and protect your accounts. However, fraudsters often access personal information directly from individuals. But you...

May 21, 2020

Travel insurance is complex, and many travellers misunderstand what is covered. This blog highlights key considerations, common exclusions, and how GHPIA’s Financial Concierge team can help you choose the right...

July 31, 2019

The Capital One data breach serves as a chilling reminder that everyone's personal data is at risk. Here's GHPIA's data-protection checklist of simple tasks you can perform to help safeguard...