Talking With Your Elderly Parents About Their Money (Part I) Talking about money with your parents is a big and complex topic. It often causes heartache and worry. This is Part I of a three-part series on things to consider. One of the most difficult things we talk
What Makes you Happy? Apparently having a financial advisor does. It is Springtime. That makes us happy. But there’s also been a lot of talk recently about happiness recently. Sometimes we find ourselves thinking that the world has become a unkind place, a place where neighbors enjoy being mean
Retirement planning may not be your idea of an exciting date night. However, retirement strategies and goals are so varied that couples in committed relationships need to set aside time to discuss plans for when they leave the workforce for good. Here are some questions to ask your
Financial markets have experienced quite a bit of change this year in just two short months. We started the year hopeful that stocks would benefit from a better economic and monetary policy environment by the spring, but recent developments suggest that may be further out than we initially thought. We remain confident that a new bull market will come—it just may require a bit more of our patience before we get there.
The charitable deduction is a dollar-for-dollar reduction in taxable income that lowers what someone owes the Internal Revenue Service. Only donations to tax-exempt charities count. This giving incentive is available only for the 10% of American taxpayers who itemize their tax returns. Taxpayers who itemize can sum up
Deciding which one comes first so you know where to focus your efforts. When it comes to personal finance, there are a number of competing priorities that can make it difficult to determine where to focus your efforts. For many people, the choice between building rainy-day fund and
March is National Credit Education Month in the U.S., which makes it the perfect opportunity to brush up on your credit basics.1 Whether you’re a credit novice or well-versed in the art of the FICO score, below are four ways to potentially boost your credit IQ. Dissect Your Credit
Tax Planning Tips for Women Entreprenuers When you are busy running a company, it may be difficult to think about your taxes. Proactive tax planning helps you to avoid an unexpected tax liability when you file. These helpful strategies may offset your tax liability and might improve your
Interest rates up, corporate earnings, housing, markets and your team The year 2022 will be remembered by investors as a very difficult year as almost all financial assets struggled. Stocks struggled, bonds struggled, housing struggled and cryptos got hammered as the Fed tried to reel in inflation by
With the signing of the Omnibus Appropriations package into law, both employees and employers can take advantage of more than 90 new provisions aimed at creating opportunities to create or modify workplace retirement plans and strategies. What to know about the Secure Act 2.0 that may impact you
Valentine’s Day is one of the biggest holidays for romance and for lavishing gifts on that special someone in your life. While flowers and chocolates may be the most common gifts exchanged on that day, why not consider a gift that may grow in value year after year?
With delays in tax returns over the past couple of years, as the IRS tries to catch up from the backlog and recover from shutdowns, many people are anxious to get their tax returns as fast as possible. Whether you need your return to pay bills, reduce debt,
Someone once told me that quitting smoking is easy. He had already done it a half-dozen times. The same can be said for many of the resolutions people make, whether it’s getting more exercise, eating right, or setting a self-improvement goal. In fact, according to research from the
Financial stress can have a direct negative impact on a person’s health and happiness. Unfortunately, this may lead to a downward spiral. The more stress you’re feeling, the larger your financial hurdles may seem, and the more you may rely on unhealthy stress-reducing habits. Fortunately, there are steps
Our attitudes matter. Supporting clients who engage with their financial future. We often get asked, “Who do you work with?” Our who is not a person, but an attitude. We work for clients who have or want to have a pragmatic and future-focused mindset. We work with clients who
Money Dates Talking about money with your spouse Creating A Shared Vision For Your Money Sometimes it is hard to find the right time to talk about money with your spouse. There is always a distraction or something more important taking up our time, especially if the topic
Turn Financial Goals into Habits Taking Small Steps for Financial Health January is over and now we have the opportunity to remind ourselves about the resolutions or new year wishes that we thought about when we rang in the new year. Setting solid intentions for the new year
Estate Planning: Seeking Confidence For All Couples Helping You Manage Your Legacy Whether you marry or enter into a domestic partnership, many couples also wed their finances together. However, couples may not spend enough time thinking about estate planning. It’s vital, especially if there are
Impact our world’s sustainability. Invest with your values. What is ESG Investing? If you are not sure what all the “buzz” is about ESG is, here is a quick primer. Sometimes ESG investing is called responsible investing or sustainable investing or values-based investing. Whatever term you use, the
The initmate conversation of money. How does your money talk support your financial future? We recently hosted a workshop to talk about money. We considered questions about how money was approached when we were young children and what money lessons we took away from those experiences. We talked
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