Revisiting Tax Strategies: Part 1
Charitable Giving Donor-Advised Funds are a great way to avoid taxation on capital gains while meeting your charitable goals.
American Rescue Plan
The American Rescue Plan was passed this month and we explore how this might impact you.
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…
Black Friday is a national shopping day but this year we suggest you shop early and buy locally.
On my birthday I reflect on the five profound concepts that have affected my life.
Project Planning During COVID-19
Project planning requires a number of considerations. Let's review a few things to strengthen your process.
Update: Unemployment Insurance Fraud & Identity Theft
In May, the U.S. Secret Service reported a massive fraud against state unemployment insurance programs with estimated losses in the hundreds of millions of dollars. This is thought to be a well-organized Nigerian crime ring exploiting the COVID-19 crisis. They…
Planning Your Post-COVID-19 Life
Navigating through this crisis has been a “hard climb” for all of us. We have a short list of some things to consider in a Post-COVID-19 world.
And now for your summer enjoyment
For centuries, humans have sought out ways to deal with the heat of summer. Let's find out where ice cream came from.
The Power of the Arts to Elevate Life During Quarantine
We have missed live theater, dance and music, but we have a few virtual options for you to enjoy from home.