Category Archives: Financial Planning
Deadline Approaching for the Public Service Loan Forgiveness Program
Professionals working in public service may be eligible to debt forgiveness through the PSLF program.
Is It a Sin to Spend Money?
Reasons to shed the guilt and enjoy your wealth.
The Tale of a Dogwood Tree
A story of trust, patience and resilience from our Vice President, Kristina Bolhouse.
iBonds
Things to consider before investing in Series I Savings Bonds.
How to Become a Wise Donor
Before making a donation, use these tools and considerations to evaluate potential charities.
Your College Planning Timeline
It's never too early to start planning for college expenses.
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.
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.