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Common Investment Mistakes To Avoid

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.…

Facing the Future

Facing the Future: Starting End-of-Life Conversations Now

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…

Smart Ways to Give to Charity

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…

Six ways to organize

Six Ways to Organize Your Finances From Home

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…

Key Tax Law Changes

Key Tax Law Changes of the CARES Act of 2020

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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