Financial DOs and DON’Ts (Part 1 of a 2 Part Series)
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The most common DOs and DON’Ts of helping others with their financial matters.
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10 Tips for a Financially Happy Marriage
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Whether you’re already married or on the path to marriage, you need to be on the same page financially. Here are 10 Tips for a Financially Happy Marriage.
Read MorePlan the Wedding of Your Means
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The Millennial generation, on average, is waiting longer to get married than most previous generations. Here is a list of 5 things you should consider to keep from overspending for your wedding.
Read MoreAdulting 101: Building Good Credit
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Your credit score affects more than just your ability to borrow money. Learning how to use credit responsibly is crucial to building a good credit history and keeping your credit score in a good range. Here are four tips to follow.
Read MoreThe Iced Tea Story
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Small changes to your daily spending habits can make a dramatic difference in your financial wealth.
Read MoreMaximizing Your Contributions
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Don’t miss out on opportunities to contribute money towards your retirement accounts and potentially lower your taxable income. Here is some helpful information about contribution limits and how they apply.
Read MoreThe Value of Bonds
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I love to organize—papers, closets, financial lives, and anything else that I can get my hands on. To me, it’s exciting to take chaos and create order. Being an organizer, I’m also a chronic declutterer, always on the lookout for things I can get rid of.
Read MoreSuccess Requires Knowing Yourself
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How would Freud characterize your financial personality?
Read MoreBe Your Own Investing Cheerleader
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If you’re not taking enough risk with your investments, you may not be able to grow your investment portfolio enough to outpace the rate of inflation.
Read MoreThe Safe Withdrawal Rate
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Most people want to enjoy their retirement—doing things and going places while they are still young enough to do them—all the while making sure they don’t spend their nest egg too quickly.
Read MoreBackdoor Roth IRA
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Among the many provisions in the trillion-dollar-plus legislative package being debated in Congress is a provision to eliminate a strategy called the backdoor Roth IRA conversion.
Read MoreDriving Your Wealth
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Long-term investing is a lot like taking a cross-country road trip. Along the way, you’re going to have to fill up your tank a few times, may hit some bumps in the road, and you might need to take a few detours.
Read MoreAfter the Honeymoon
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Settling into married life is a process and the happy couple will, over time, find what works best for them. What financial planning issues does a newly married couple need to address?
Read MoreBe Intentional About the Future
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Estate plans can pose some tax issues if not thoroughly thought through. Here are some tips on how to be intentional about the future.
Read MoreWhat Does Money Mean to You?
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As a financial planner, one of the most important things I need to understand about my clients is what money means to them. What does money mean to you?
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Donor-Advised Funds
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As a financial planner and partner in a tax firm, I spend a lot of time planning financial futures and thinking through tax consequences. Occasionally, a donor-advised fund can make sense.
Read MorePut Your Wishes on Paper Series - Part 3
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We’re closing out our essential estate planning document series this week by discussing the last two important documents; a healthcare representation and a living will.
Read MorePut Your Wishes on Paper Series - Part 2
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This week, we’re picking up the discussion about the four main estate planning documents every adult should have in place.
Read MorePut Your Wishes on Paper Series - Part 1
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One unfortunate thing many of us have been forced to learn as a result of the coronavirus pandemic is the importance of having an estate plan in place.
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