Revisiting Tax Strategies: Part 1
Charitable Giving Donor-Advised Funds are a great way to avoid taxation on capital gains while meeting your charitable goals.
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Preventing Identity Theft
We discuss four important tips to prevent identify theft as outlined by a retired FBI agent.
Strategies for Lifetime Learning
Explore the powerful and free online learning world where you can learn almost anything from the best instructors.
ABCs: Three People It Pays to Know
My father reiterated many times the importance of knowing an attorney, a banker, and a Certified Public Accountant. Let’s look at the reasons these ABCs are so critical.
The Debt That Really Matters
In which we learn a little about macroeconomics and that there is both good and bad debt. Buckle up.
Save-to-Spend Review
Save-to-Spend is an approach to grow wealth. Learn how to get started with some easy savings methods.
Being Fully Engaged
With Spring arriving and the pandemic waning, it’s time to reassess your priorities.
Oh, What a Difference a Year Makes!
Hard to imagine where we were one year ago. While there are gains in the stock market today, we’ve experienced many losses of a different kind.
American Rescue Plan
The American Rescue Plan was passed this month and we explore how this might impact you.
Make Travel Plans Now!
With the expected arrival of more vaccines, it’s time to give thought to your vacation plans.