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...
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...
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...
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...
Addressing financial issues when a parent’s health declines Polly is getting toward the end of her career but she plans to work a while longer because, although her job is very demanding at times, she loves her work. Her biggest concern right now is her mother. ...
OK. Deep breath. This is a departure from my normal kind of email and my avoidance of all things political. I’ve been pre-occupied of late because I’ve been in the process of hiring my very first employee, and I will share more on that soon. I’m not a big news...
