Stock Markets Movement Is Not Reflecting Directly To Your Account

The stock market can be a beast sometimes, and make you want to either put your head in the sand or obsessively watch every move.

Unlocking Tax Benefits Through Charitable Contributions: A Guide to Giving Wisely

Many people want to give to charity and create a legacy of generosity but feel limited by their options. They think that as soon as they give their money away, they lose control of it. No one wants to donate a large chunk of cash to an organization that changes its values or services down the road. Is there a way to have your cake and eat it too? In other words, can you give in a way that will benefit all parties and let you retain some control?

Maximizing Tax Advantages Through Charitable Giving: A Win-Win Strategy

I have had the privilege of working with many clients who have reached a point in their lives where they have invested their money and done well with it, been able to enjoy their preferred lifestyle, and have blessed their children financially. But they want to go further. They want to donate to charities to create a legacy and find self-fulfillment. The problem is, once you give away a large portion of your estate, it’s permanent. Many people are afraid to take the plunge even if they have noble charitable intentions. Is there a way around this?

Can A Roth IRA Help You Minimize Your Tax Loss?

Dealing with retirement can be tricky.  Do you plan for the here and now and everything that goes with it or do you plan for the future and try to take an educated guess as to what might happen? This is especially true when it comes to taxes. Is it better to pay taxes today under the current low rates, or pay them later when they could potentially be higher? What can you do today to lower the probability of paying those higher taxes?

Are You Trying To Keep Up With The Joneses?

Have you ever noticed that you become like the people you spend time with? The longer you’ve had a relationship with someone, whether it be a family member, friend, or neighbor, you tend to pick up their habits and tendencies and be drawn to their hobbies and passions. There’s nothing inherently wrong with this, except when it comes to your finances.

What Should You Expect The Stock Market To Do During An Election Year?

The stock markets do not like uncertainty, as uncertainty provides the markets with volatility.  Volatility changes investors’ raw emotions, and emotions cause people to make rash decisions.

You Go To A Doctor For Surgery, So Why Not Work With A Professional For Your Finances?

many people don’t treat their finances with the same seriousness as they do their health. Let me explain why this matters.

The Dangers of DIY Investing

When you know enough about your finances to be dangerous, you could get into some tricky situations.

Strategies to Minimize Taxes in Retirement

How do I pay as little tax as possible over my lifetime?”

Understanding How Retirement Savings Relates to Retirement Spending

We are often told that we need $-X amount for a 20-year retirement, or that we should contribute $-X amount to our 401(k).