Category: Financial Planning

Have you ever had a period of time when you had tons of medical expenses? I recall one time a friend’s brother was rocking out

We comment quite a bit on charitable giving, as our mission is to inspire the charitably-minded to maximize their giving potential. One of the most

The SALT cap became law in 2017, limiting state and local tax (SALT) deductions to $10,000 ($5,000 for married filing separately). This hit residents in

There are a variety of changes that come with being a new dad. Many you’ll never be able to prepare for in advance, while others

As a financial advisor for widows, I am constantly hearing about widows being preyed upon in their moment of weakness by agents aggressively trying to

Becoming a widow is something that few expect and nobody can truly prepare for. Especially if the loss was sudden, you may not know where

Sale of a business for many people is the largest tax event they will ever realize over the course of their lives. In this article

There’s no way to be fully prepared for a major life change such as the passing of a husband or wife. Most people don’t even