To New Beginnings
A new baby is like the beginning of a lot of things in life - full of wonder, hope and a dream of possibilities. Desiree...
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Cleaning Out Your Financial Garage
I cleaned out my garage last weekend. I tend to accumulate things I don’t need or don’t often use. I pile up things that...
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5 Ideas For Gifting Non-Retirement Assets
At some point in your life, if you have accumulated assets, you may consider using your wealth to help others. Whether...
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6 Considerations for Pension Election
Lots of baby boomers are hitting retirement age. And with retirement come some pretty big irrevocable decisions. One of...
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4 Things to Know About a Qualified Charitable Distribution (QCD)
For those who have reached the age 70 milestone with taxable retirement dollars set aside, the IRS is knocking on your...
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ABC's of Financial Planning
Last week we discussed some common financial planning mistakes that even financially conscientious people make. With as...
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5 Common Planning Mistakes You Can Easily Fix
Sometimes progress is as much about knowing what NOT to do, as it is about figuring out what to do. The path to growing...
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6 Key Risks to Retirement (Part II)
Last week we discussed some key risks to retirement. Health care needs, market volatility and inflation can all have...
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6 Key Risks to Retirement (Part 1)
For many of my clients, the topic of retirement comes with many different emotions. While it can be exciting to think...
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Your Job Transition Financial Checklist
It’s rare for someone to work their whole career with one company anymore. So one way or another, they will go through a...
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3 Reasons to Wait to File Your Income Tax Return
When working with lumber, the hard and fast rule my father and uncles taught me was to measure twice, cut once. You...
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Five Financial Ways to Say, "I Love You"
There are countless ways to say “I Love You” and some of them involve money and gifts. But the topic of money is...
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