At year-end, or the beginning of a new year, I like to step back and take a closer look at how things are going and what needs to happen next. Maybe you do too.
Read MoreDigging Deeper at Year-End for Better 2024 Financial Results
Tax & Financial Planning
2024 Philanthropy Worksheet
We can make a difference—even when it seems like a very small drop in the ocean. It all adds up. There will always be a need to help other people and our planet and promote what we find meaningful. I’ve provided the worksheet below to help you make your philanthropy plans for the coming year.
Read MoreTop Ten Portfolio Pitfalls
What most of us really want is a portfolio that grows steadily, gets us to our goals and manages to avoid the majority of problems we hear and see on the evening news. Let’s walk through ten of the most common pitfalls that can bedevil even the savviest investor’s portfolio.
Read MoreAnalyzing Your Tax Return
How often do you really look at your tax return and see what it’s telling you? I know it’s a relief to get it over with for another year, but it could save you a bunch of money to take the time to do a little detective work.
Read MoreThe Survivor’s Checklist
Losing a loved one is one of the most difficult things any of us will have to endure in our lifetimes. The experience is made all the more difficult by the myriad of paperwork the survivor must wade through. Here’s a brief checklist that covers what a survivor needs to do in order to navigate this emotional time.
Read MoreNatural Disaster Planning
Until some type of disaster happens to you, you think you’ll be immune. We all tend to be overconfident at times, but perhaps now is a good time to run through a disaster contingency drill. Here are a few things you may want to consider.
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