Using a Donor Advised Fund Under the New Tax Law

September 20, 2018

Do you regularly make charitable donations?  Do you have an investment account with appreciated holdings that are outside of your retirement accounts?  If so, we wanted to share something you should consider. One of the significant changes of the Tax…

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Empowered Patients – Keeping Health Care Costs Down

September 12, 2018

“Up, Up, and Away!” is an eight-issue Superman story arc where Superman has lost his super powers.  As a result, Clark Kent (alter ego of Superman) uses his skills as a journalist to defend Metropolis from bad guys.  Slowly, Superman…

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Business Finances and Personal Finances

August 16, 2018

Are you a business owner who makes their personal finances as important as your business finances?  No business owner is typical, but most spend considerable time, effort, and money ensuring that they have their fingers on the pulse of their…

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Long-Term Care Insurance: The Basics

August 3, 2018

When you hear about long-term care insurance (LTC), you may wonder: what is it, do you need it, how much does it cost, and when you should purchase it?  We have tried to address these questions with the understanding that…

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What is a Donor Advised Fund?

July 12, 2018

“What is a Donor Advised Fund?” – This is a question we often hear, so we thought it would be appropriate to share a brief description about what it means to set up, and fund, a Donor Advised Fund (DAF).…

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The Family Vacation Home… Haven or Havoc?

July 5, 2018

For many families, great memories have been made spending time together at a family vacation home.  Normally, this is a property that has been in the family for decades and is located in a vacation spot which everyone enjoys. It…

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Summertime Check In!

June 20, 2018

It’s Summertime! What better time than now for a midyear financial checkup? The beaches are calling as well as vacations, so spending time with your finances probably doesn’t sound very alluring. However, a midyear review of your financial situation, especially…

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Sailing with the Tides

June 8, 2018

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there will be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and…

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Six Money Tips for the Young Professional

May 17, 2018

If you are just graduating or getting started in the workforce, here are six quick and easy tips on how to get started on the right path financially. The younger you are when you start saving and thinking about the…

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Taxes are done, now what?

May 3, 2018

For most, 2017 taxes are now complete. Did you end up owing the IRS or did you receive a large refund?  Now is a great time to learn from your 2017 taxes and make some changes for the current tax…

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