December 11, 2017

Year-End Charitable Gifting

Year-End Charitable Gifting What should you keep in mind as you donate? Provided by :   Are you making charitable donations this holiday season? If so, you should know about some of the financial “fine print” involved, as the right moves could potentially bring more of a benefit to the […]
November 10, 2017

The Republican Tax Reform Plan

The Republican Tax Reform Plan  What is in it? What could its changes mean for you, if they become law?  Provided by :   Major changes may be ahead for federal tax law. At the start of November, House Republicans rolled out their plan for sweeping tax reforms. Negotiations may […]
November 11, 2016

What to Do Financially When a Spouse Dies

What to Do Financially When a Spouse Dies Steps to see that financial matters remain in good order.     Provided by :     When a spouse passes away, the emotion and magnitude of the loss can send our lives reeling. This profound change can also affect our finances. All […]
August 9, 2016

Do Our Biases Inhibit Our Retirement Savings Efforts?

Do Our Biases Inhibit Our Retirement Savings Efforts?  They may affect our attempts to build wealth.     Provided by :   Picture an 18-wheeler, its 4,000-cubic-foot cargo trailer filled to capacity with stacks of $100 bills. The driver shuts and locks the trailer, closing the door on roughly $10 billion. […]