After what felt like an endless presidential campaign, we now have a President-Elect. (I know, it’s not official yet… but let’s keep this a politics-free zone.) Of the many changes facing the nation with a new administration is President-Elect Biden’s tax proposals, a...
I read a great Morgan Housel quote over the weekend from his book The Psychology of Money. “Happiness, as it’s said, is just results minus expectations.” Think about that for a second. Or visualize it as a math equation like this: Results – Expectations =...
Has “gratitude” been a recurring theme on your mind in 2020? Have you been asking yourself, “How can I give back?” Are you thinking about your year-end charitable giving? If you are 70 ½ or older, one charitable giving option you can take advantage of is a Qualified...
When looking to optimize your charitable giving, you may want to consider using a Donor Advised Fund. What is a donor advised fund, you ask? Well, here is a quick overview of what they are, how they work and who tends to find them most helpful. What is a Donor...
A sound investment strategy grounded in patience is way better than trying to guess what will happen. Consider the question and statement below. “What do you think I should do with my portfolio before the election?” “I’m going to sell everything and go to cash because...
Let’s be honest. Figuring out your insurance premiums can feel chaotically complicated. Tax laws are cryptic, options depend heavily on individual circumstances, and the whole system can all feel far too complex to navigate. I can feel your eyes glazing over already....
