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Leave a Lasting Legacy: Consider Your Impact on the World

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Leave a Lasting Legacy: Consider Your Impact on the World

Although there is a significant financial component to leaving a lasting legacy, it encompasses so much more than just money. It’s easy to get stuck in a pattern of living life day by day, but your legacy isn’t something you make time for; your legacy consists of the choices you make every single day.

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Coronavirus and the Market: Don’t Make Short-Term Panic Part of Your Long-Term Investments

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Coronavirus and the Market: Don’t Make Short-Term Panic Part of Your Long-Term Investments

While there is no way to fully predict what will happen next, it’s important to remember the goals of your investment portfolios. Long-term investments face volatility, and to pursue your long-term goals, it’s vital to not overreact to one day, one week or even one month of market movement.

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Answers to 3 Big Questions on Clients’ Minds

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Answers to 3 Big Questions on Clients’ Minds

I like every part of the presentation experience. Meeting the clients is motivating. I enjoy sharing what recently happened in markets, speaking to the current situation, and educating clients about future opportunities and risks. What I enjoy most is answering clients’ questions.

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What the SECURE Act Means for Your Retirement

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What the SECURE Act Means for Your Retirement

On December 20th, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act became law. As the name implies, this law intends to make it easier for Americans to save for retirement.

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How a Donor-Advised Fund Can Help Your Charitable Giving

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How a Donor-Advised Fund Can Help Your Charitable Giving

Giving is an important part of our society. It provides us the opportunity to support causes we believe in and make a positive impact. Giving isn’t always about donating money. It can also include volunteering time or donating goods and resources. Here are some examples of the impact:

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How to Make Your 2020 Resolutions Stick

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How to Make Your 2020 Resolutions Stick

Making a New Year’s resolution is the first step to creating better habits. But making a New Year’s resolution and keeping a New Year’s resolution are not always the same thing. If you’re like most people, New Year’s resolutions are often long forgotten by mid-February, if not sooner. But it doesn’t have to be that way. By incorporating the following tips, you can keep this year’s resolution going strong throughout 2020.   Choose Just One This first tip is simple but key; only pick one resolution. It’s easy to get caught up in the excitement of a fresh start but...read the full article

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How to Use a Trust as a Financial Planning Tool

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How to Use a Trust as a Financial Planning Tool

Clients frequently ask whether they should leave their assets in a trust. It depends. Of course, if your net worth exceeds $11 million, putting your assets in specific types of trusts can be helpful for federal estate tax issues. However, for most Americans, federal estate taxes will not be a major concern.

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10 Tax Planning Tips Your CPA Might Have Missed

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10 Tax Planning Tips Your CPA Might Have Missed

There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed. Click here to open fullscreen

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How Your Employee Benefits Fit into Your Financial Plan

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How Your Employee Benefits Fit into Your Financial Plan

Your Health Savings Account (HSA) is a cornerstone of your benefits planning. The money is triple tax-advantaged – contributions, growth and withdrawals for qualified expenses are not taxed. This account is like nothing else, and you need to take full advantage of it. 

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Don’t Miss These 6 Year-End Financial Planning Opportunities

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Don’t Miss These 6 Year-End Financial Planning Opportunities

Are your finances ready for the end of the year? December brings many deadlines and lists; there are gifts to buy, holidays to plan, and vacations to organize.

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