2021 New Year’s Resolutions

Happy New Year! Many of us make resolutions only to lose interest quickly or forget about them. What if instead of swearing off chocolate or vowing to lose a few pounds, you resolve to focus on your finances? Start with small, short-term, attainable goals. Work on bigger projects by breaking them down into achievable steps. …

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We’ve made it to the last month of 2020. What a year it has been due to the coronavirus, the presidential election, volatile investment markets and a surge in unemployment, just to name a few. Below is a roundup of our six most popular blog articles this year. Please reach out if we can be…

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Tax planning should be a priority year-round, but many of us scramble at year-end.  This year includes unique tax planning opportunities afforded by the 2020 Coronavirus Aid, Relief, and Economic Security Act (CARES Act), especially if you are temporarily in a lower tax bracket. The following are some tax opportunities you may be able to…

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Financial Guidance for Dementia Caregivers

It is overwhelming caring for a loved one with dementia. It can be as or more challenging tackling their finances. Often, parents are uncomfortable sharing and discussing their finances with their adult children and adult children are often hesitant to broach the topic. However, not discussing the finances can cause more stress and turmoil in…

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Different stages of life bring new challenges and needs.  Today more than ever, there are a wealth of professionals and service providers who are dedicated to helping seniors, their caregivers and families navigate the aging process.  While some services are better known, others are not, but are just as important to learn about.  The following…

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Common investment mistakes to avoid

Investments are an important component of a well-rounded financial plan. As a financial planner, I have seen a variety of investment mistakes that could have been prevented.  These mistakes are often based on emotions or lack of information.  Some investment mistakes can have serious long-term effects.  Below are a few common investing mistakes to avoid.…

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Facing the Future

The majority of people want to discuss their own end-of-life care with loved ones, but only a few actually have these conversations.   As the saying goes, there is no time like the present.  Conversations with adult children, family and close friends about health, financial, legal and end-of-life issues are hard topics to broach, but imperative…

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Smart Ways to Give to Charity

Many of us find charitable giving a meaningful way to make a positive impact.  It is also an important component of financial planning.  Below are various smart ways to give to charity.  Before giving to any charity, we advise you to confirm a charity’s tax-exempt status at the IRS’s website. CASH Cash is a popular…

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Six ways to organize

Many of us find ourselves working from home, homeschooling our children, cleaning out our garages, and exercising and cooking more.  Now is also a good time to organize your finances. Get Rid of That Pile of Papers – We may live in a digital world, but many documents still come by mail.  Many of us…

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Key Tax Law Changes

The Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020, signed into law on March 27, 2020, includes many changes and provides much support for our country and its citizens. The following is a brief summary of some of the provisions for individuals, families and small businesses. Direct Payments Citizens will receive direct rebate…

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