Category: financial planning
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Options for Charitable Giving Under New Tax Laws
No matter how the 2017 Tax Cuts and Jobs Act (TCJA) may alter your tax planning, we’d like to believe one thing will remain the...
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Imagine Sailing With the Tides
Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the...
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How to Overcome the Top Financial Challenges Attorneys Face
There are few professions that demand as much advanced education and on-the-job proficiency as that of the attorney. However, many attorneys remain at a disadvantage...
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Valuable Financial Coaching for the Young Adult
By day, I love my job as wealth coach to grown-ups. On weekends and evenings, for over 12 years when my three children were in...
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Critical Reasons Why You Must Have an Emergency Fund
Oscar Wilde once said, “To expect the unexpected shows a thoroughly modern intellect.” Life will throw you curveballs, which is why you need to have...
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Coming Up Short in Your Financial Life? 10 Financial Best Practices to Jump-Start Your New Year
Happy Holidays! As we wrap up the current year, one of the best presents you can bestow on yourself and your loved ones is the...
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The Art and Science of a Satisfying Retirement
As many families as there are in the world, that’s how many different ways there are to enter into what we collectively call “retirement.” That...
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The ABCs of Behavioral Biases – Where Do Your Decisions Go Awry?
Welcome back to our “ABCs of Behavioral Biases.” Today, we’ll get started by introducing you to four self-inflicted biases that knock a number of investors...
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Your Behavioral Biases Are Often the Greatest Threat to Your Financial Well-Being
By now, you’ve probably heard the news: Your own behavioral biases are often the greatest threat to your financial well-being. As investors, we leap before we look....
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How to Avoid Letting Money Ruin Your Relationships
Money destroys relationships because people can’t compete with money. Money, after all, doesn’t disappoint you, or express disappointment with you. It’s not that money is inherently...
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Take Some Action in Response to the Equifax Data Breach
You have no doubt heard about the massive data breach at Equifax, a credit monitoring service. According to the company, the data of 143 million...
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Your 529 College Savings Plan Quick Reference
Are you making best use of the 529 College Savings Plan, or have you been procrastinating when it comes to putting your best-laid plans in place?...
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