Category Archives: Financial Planning
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.
American Rescue Plan
The American Rescue Plan was passed this month and we explore how this might impact you.