Blog Posts

  • Who Helps Make Your Goals Possible

    February 16, 2016
    Key Takeaway! Whether we’re tackling the details of a home project or our finances, it helps to have someone working with us as a team. Someone with experience managing the unique details we need help with can provide perspective and organization, enabling us to achieve the life-changing goals that we ...
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  • 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 ...
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  • 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 ...
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  • 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 ...
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  • 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 ...
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  • 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 ...
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  • 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 ...
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