Pillar II: Paper or Digital Systems?

Pillar II: Paper or Digital Systems?

Tips for establishing systems for tax-time Do you groan every year when tax-time rolls around? You are not alone. Many people do not have good systems for keeping track of taxable information throughout the year. Nearly 10 million have to file an extension, which ends...
The Three Pillars of Financial Management

The Three Pillars of Financial Management

I’ve been helping individuals and couples navigate and manage their financial affairs for over seven years now.  I have my own systems in place for doing this work but I decided I needed to put a framework around what I do, so others can Understand what it is that...
Painless Charitable Giving

Painless Charitable Giving

Whether you are a consistent, generous giver, or someone who would like to support organizations which speak to your heart, there are ways to boost your giving level without spending a dime. One of the easiest, and perhaps the most bang for “your buck” is...
Get Ready for a New Year!

Get Ready for a New Year!

The thought of planning ahead may seem a bit useless after the year we have just been through.  Nevertheless, time marches on and when you get ready for a new year, it helps you get organized and maybe even generates a little excitement over what is to come!  Unpaid...
Tax Changes to Plan For

Tax Changes to Plan For

With Change Comes More Change: A few key points A new presidency will likely bring sweeping tax changes to the current economic environment. There are a few, related to estate planning, that I wanted to bring to your attention before the end of the current tax year in...
The Dream Team

The Dream Team

What does financial protection look like for seniors? In my experience, some people are planners, and some let the chips fall where they may. For those of you who like to have their ducks in a row, lets take you to a point in time where you are up in years, and...