I hope everyone had a nice holiday season and that you were able to spend some time celebrating and appreciating this wonderful time of year.
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The turning of the calendar into a New Year offers all of us a natural marker to review our lives, reflect, and set new goals for the coming year. Some call it
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A new year means inflation adjusted gifting limits! Although it may feel like small changes, we wanted to highlight this because we know gifting is important to
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I don't like New Year's resolutions; I don't think I've ever kept one - so instead I'm going to call this a goal - probably a lifetime goal. I might not be
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This is the first set of holidays that “home” is somewhere other than where my parents reside. With a new home comes the idea of creating new traditions.
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A tricky subject that comes up in our meetings is around inherited IRA distribution rules. This used to be pretty clear-cut on how to handle, but a 2019 law
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As we rapidly head towards the end of 2022, here’s some financial tips to consider before December 31st rolls around.
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We are determined to keep the new closet organized and clutter-free along with the rest of the house by continuing our efforts to distinguish between what we
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With Giving Tuesday right around the corner, we thought it would be a good time to talk about donor advised funds and how they could fit into a charitably
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I like projects. For as long as I can remember, I’ve enjoyed building things, figuring out how to make things work and feeling productive. I take on projects
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The Social Security Administration announced this week that benefits will get an 8.7% increase. On average, this will be at least a $140 "raise" per month for
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It’s hard to say goodbye, so until we meet again…
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