Category Archives: Financial Planning
How to Become a Wise Donor
Before making a donation, use these tools and considerations to evaluate potential charities.
Your College Planning Timeline
It's never too early to start planning for college expenses.
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.
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.
American Rescue Plan
The American Rescue Plan was passed this month and we explore how this might impact you.
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…
Black Friday
Black Friday is a national shopping day but this year we suggest you shop early and buy locally.
Profound Concepts
On my birthday I reflect on the five profound concepts that have affected my life.