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Blog & Social Media

Half of a Whole: Financial Planning When a Spouse Passes Away

Whether it’s sudden and unexpected or after an already lengthy ordeal, there’s nothing that can prepare you for losing your spouse. Grief and mourning affect each of us uniquely, but all widows and widowers share a painful dilemma: On the one hand, the world seems to demand rapid response to a …

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Charitable Giving Under New Tax Laws: Understanding the Donor-Advised Fund (DAF)

No matter how the 2017 Tax Cuts and Jobs Act (TCJA) has altered your tax planning, we’d like to believe one thing will remain the same: With or without a tax write-off, many Americans will still want to give generously to the charities of their choice. After all, financial incentives aren’t usually …

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Highlights of the Second Covid-19 Relief Bill

After months of proposals, negotiations, disagreements, and ultimately inaction, Congress overwhelmingly approved a $900 billion COVID-19 relief package for individuals and businesses. The relief package, which passed the Senate by a vote of 92-6 and passed the House by a vote of 359-53, includes a …

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In this week’s recap: Mixed news elicits a mixed reaction from the markets; incoming Biden Administration outlines… t.co/4ayIveyTGk

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5 days ago
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Want to reduce your anxiety around money? An emergency fund is a good place to start. Prepare now for life's curve… t.co/fRjrAIoOce

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After months of proposals, negotiations, disagreements, and ultimately inaction, Congress overwhelmingly approved a… t.co/807QzLjm4T

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7 days ago
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Now is the time to review funding your retirement accounts for 2021. By establishing your contribution amounts at t… t.co/6BKigKvU32

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January 11, 2021
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In this week’s recap: Despite continued COVID-19 woes and unrest in Washington D.C., the stock market starts 2021 o… t.co/X8XkXQoMOP

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January 7, 2021
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Disposable income and discretionary income...what's the difference? Disposable = money for essentials and non-essen… t.co/2qfjUiS9s4

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