Proactive Tax Planning 1 of 6
The Concept of the Four Tax Buckets No one wants to pay more than his or her fair share in taxes. Yet few have a good...
Read More
To New Beginnings
A new baby is like the beginning of a lot of things in life - full of wonder, hope and a dream of possibilities. Desiree...
Read More
Cleaning Out Your Financial Garage
I cleaned out my garage last weekend. I tend to accumulate things I don’t need or don’t often use. I pile up things that...
Read More
5 Ideas For Gifting Non-Retirement Assets
At some point in your life, if you have accumulated assets, you may consider using your wealth to help others. Whether...
Read More
6 Considerations for Pension Election
Lots of baby boomers are hitting retirement age. And with retirement come some pretty big irrevocable decisions. One of...
Read More
4 Things to Know About a Qualified Charitable Distribution (QCD)
For those who have reached the age 70 milestone with taxable retirement dollars set aside, the IRS is knocking on your...
Read More
ABC's of Financial Planning
Last week we discussed some common financial planning mistakes that even financially conscientious people make. With as...
Read More
5 Common Planning Mistakes You Can Easily Fix
Sometimes progress is as much about knowing what NOT to do, as it is about figuring out what to do. The path to growing...
Read More
6 Key Risks to Retirement (Part II)
Last week we discussed some key risks to retirement. Health care needs, market volatility and inflation can all have...
Read More
6 Key Risks to Retirement (Part 1)
For many of my clients, the topic of retirement comes with many different emotions. While it can be exciting to think...
Read More
Your Job Transition Financial Checklist
It’s rare for someone to work their whole career with one company anymore. So one way or another, they will go through a...
Read More
3 Reasons to Wait to File Your Income Tax Return
When working with lumber, the hard and fast rule my father and uncles taught me was to measure twice, cut once. You...
Read More
