Blog
Why it ‘Pays to Be Nice’ When Divorcing
Divorce is a common occurrence in the US, with 50% of all first marriages ending in divorce. According to the American Psychological Society, that is even higher for those marrying a second time. Marriages end for many reasons from infidelity, stress, personality...
Donor-Advised Funds: A Solution to Itemized Deductions Loss While ‘Doing Good’
For families who previously used itemized deductions for charitable giving when filing their taxes, The Tax Cuts and Jobs Act (TCJA) will remove this benefit, resulting in default to the standard deduction for their 2018 filing. This effects a household choosing to...
The Value of Planning for Life’s Messes
Planning is valuable for many reasons and helps to ‘normalize’ things when you find yourself in the middle of an unexpected life event. A death, a critical illness, job loss, new family member, an inheritance, divorce, or a catastrophic event that can cause a major...
Social Security Retirement Benefits: Why Waiting May Be the Best Decision
Taking Social Security Benefits can be a guessing game unless you do your research to figure out what age to take benefits the best for you. Do you receive benefits at the earliest age or wait until your full benefit age? Will you die in early retirement or live a...
Fiduciary Financial Advice
One thing that has plagued the financial services industry is ‘trust’ of the industry. Unfortunately, there are many reasons that some people have developed a distrust of financial companies and the individuals that work for them. It may be due to the media,...
Why the Technology (and Person) Managing Your Money Matters
Money and technology are so closely related that if a financial advisor isn’t employing the latest technology, how will it equate to risk for you and your money? When it comes to managing your money, you expect your financial advisor to have the best technology...