After you complete your holiday shopping on Black Friday, I invite you to shift gears and prepare for a lesser-known day next week – GivingTuesday. GivingTuesday was created in 2012 as a way to focus on being generous and helping…
What Will You Take?
Think about will you take away from this experience.
Making the Best of Low Interest Rates
by Mary E. McCraw, CFP® In 2012 and 2016, I wrote about refinancing as we were experiencing very low mortgage rates. After bumping higher the last two years, we are happy to see that mortgage rates are once again low.…
Gaming the Tax System on College Savings Plans
by Kristina K. Bolhouse, CPA/PFS, CFP® One of the enhancements of the Tax Cuts and Jobs Act of 2017, is the ability to use 529 College Savings Plans for K-12 tuition expenses. Specifically, up to $10,000 per year may be…
Futurism Part III: Robotics
Robotics today are using more advanced programming and artificial intelligence to perform complex and more human tasks.
Rental Real Estate Ownership
It is easy to fall for the deceptive attraction of rental real estate. What are the hidden costs?
Cybersecurity Update: Enhance Your Account Protection
Cybersecurity is critical with the seemingly regular data breach reports. We have a few tips to manage your passwords and protect your data security.
Surprise! You May Qualify for These 2018 Tax Breaks
Here are We have two law changes you should be aware of when planning for your 2018 taxes.
The Two Happiest Days in a Boat Owner’s Life
Buying a boat may be the realization of your dream. Many people long for something to call their own. But what happens when reality sets in?
Things to Think About as Your Senior Graduates from High School
by Ralph Broadwater, MD, CFP®, AIF® My wife and I will become “empty nesters” this August when our younger son, Michael heads off to college. Long before I was even married I had tucked away a wise article that captured…