How to Become a Wise Donor

Before making a donation, use these tools and considerations to evaluate potential charities.

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Posted: May 27 2022

Your College Planning Timeline

It's never too early to start planning for college expenses.

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Posted: Jul 9 2021

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.

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Posted: May 21 2021

ABCs: Three People It Pays to Know

My father reiterated many times the importance of knowing an attorney, a banker, and a Certified Public Accountant. Let's look at the reasons these ABCs are so critical.

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Posted: Apr 30 2021

American Rescue Plan

The American Rescue Plan was passed this month and we explore how this might impact you.

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Posted: Mar 19 2021

GivingTuesday

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…

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Posted: Nov 27 2020

Black Friday

Black Friday is a national shopping day but this year we suggest you shop early and buy locally.

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Posted: Nov 24 2020

Profound Concepts

On my birthday I reflect on the five profound concepts that have affected my life.

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Posted: Oct 12 2020

Project Planning During COVID-19

Project planning requires a number of considerations. Let's review a few things to strengthen your process.

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Posted: Sep 21 2020

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…

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Posted: Jul 31 2020