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John Bratschi is CEO of Prio Wealth, a $2.7 billion registered investment advisory firm from Boston that helps clients prioritize their financial and life goals. With over 33 years' experience in the financial services industry, John works to integrate each client's individual priorities with their plans and portfolios and gives them a framework to make better choices every day. John attended Boston University as an undergraduate and received his master's degree in finance from Boston College. Outside of the office, John is a member of the board of overseers at the Newton-Wellesley Hospital in Newton, Mass.
As the year winds down, it's time to think of others. You've probably heard that the new tax law has changed how people are giving to charity, but now's when you can put one of two tax-saving plans into action.
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If you are at odds over this big decision, here's how to frame the choice, consider the consequences and come to a consensus.