Timely Information on Investment Markets and Financial Planning.
Charitable Giving: Community
Impact & Tax Savings
“Charitable giving" is a broad term that covers many things, such as volunteering your time, giving blood, or writing a check to your favorite charity. This article will focus on two lesser-known charitable giving opportunities: appreciated asset donation and...
6 Tips for Year-End
Financial Planning
It seemed summer would never end, yet here we are close to ringing in another new year! Soon our attention will turn to holiday plans, perhaps some travel, and if we are fortunate enough, family gatherings. Before we get too involved with menus, shopping lists, and...
4 Tips for Talking to Your Adult Children About Your Finances
On the awkwardness scale, talking to your adult children about your finances ranks a close second to the “birds and the bees” discussion. Did you choose to let your children learn about the opposite sex from their friends? I hope not! Then why would you want your...
3 Steps to Effective
Vacation Planning
As we enter the summer months, our thoughts often gravitate toward vacation plans. After months of cold dreary weather and being trapped indoors, nothing lifts our spirits more than planning and preparing for vacation. For some, the perfect vacation means relaxing on...
