Blog Posts

  • magic-of-tidying-up

    Sparking Joy for Future Generations

    February 1, 2016
    Key Takeaway! Marie Kondo fans, take note: Tidying up your finances may not spark the same instant gratification in the near term as cleaning out your closet, but that’s OK. Sometimes our financial planning is akin to keeping a family heirloom—it’s later on that we appreciate the value and joy ...
    Read more
  • longevity-financial-planning

    You’ll Probably Live Longer Than You Think—Make Sure to Plan for It

    January 25, 2016
    Key Takeaway! A long life deserves to be well lived. Projecting a retirement out to age 100 is one way to help you avoid running out of money in your elder years. "I want my last check to bounce." I heard this more often than I expected when I started in ...
    Read more
  • IRA-charitable-giving

    Rule on Charitable Gifting with IRA Assets Made Permanent

    January 13, 2016
    Key Takeaway! The ability to gift assets straight from your IRA to a qualified charity is now a permanent law. Yet there still might be a better way to do your charitable gifting. In December 2015, the Protecting Americans from Tax Hikes (PATH) Act was signed into law, which extended many ...
    Read more
  • 2015-great-reads

    The Gift of Knowledge: 10 Great Reads

    December 7, 2015
    Key Takeaway! If you really care about someone, don’t give them more stuff this holiday season. Instead, give them the gift of knowledge so they can improve their life. It’s that time of year again. We all scramble to find the perfect gift for those we love. But if you are ...
    Read more
  • donor-advised-fund

    My Best Thanksgiving Tax Tip

    November 24, 2015
    Key Takeaway! The holidays are the perfect time to create an action plan for your charitable giving that includes input from your family and the ease of use of a donor-advised fund. You will use it for years to come. Many of us will sit around the table Thanksgiving Day sharing ...
    Read more
  • mutual-fund-distributions

    One Tax Tip That Matters in November

    November 16, 2015
    Key Takeaway! Over the next few weeks, true tax planning occurs. Mutual fund distributions can add an extra tax bite you are not thinking about now but will feel on April 15. Consider holding versus selling. As year-end approaches, it is good to remember that tax planning occurs in the current ...
    Read more
  • social-security-benefits

    Your Retirement Plan Just Changed: Social Security Shifts Coming

    November 6, 2015
    Key Takeaway! The budget bill signed into law this week changed the landscape for retirement planning. If you are between the ages of 62 and 66, you have a small window to use the old rules. Retirement plans just changed. With the Bipartisan Budget Act of 2015, two staples of Social ...
    Read more