Charitable Giving, You May Be Doing It Wrong
If you are required to take annual IRA withdrawals and are also making charitable donations, listen up. You may be doing it wrong.
That Sinking Feeling
A sinking fund is a way to save money by setting aside a little at a time for a larger purchase or expense that is sure to come up.
When Are You Going To Spend This Money?
As advisors, we get a lot of questions regarding timing. When should I buy? When should I sell? Should I wait until things settle down?
Happy Quitter’s Day!
According to surveys, as many as 75% of Americans have made resolutions for the new year. And about that many will abandon them too.
Umbrella Insurance is Important for the Newly Wealthy
If you’ve recently become wealthy because of an inheritance, sale of something, new high-paying job, or other windfall; umbrella insurance is something that may be hugely valuable to you when it wasn’t really a concern before.
This is not a political commentary
Don’t get me wrong, elections have consequences. But I fear that we place a little too much emphasis on who is sitting in the oval office than we should.