Tips for Charitable Giving in Times of Crisis

September 11, 2017 11:10 am

In 2016, over $390 billion was donated to charitable causes in the US.  Many people donate money and time to their favorite charities throughout the year.  Some choose to set up scheduled giving such as a monthly donation, while others make their donations at the end of the year.  When unexpected events, like Hurricanes Harvey […]

Should I Pay Off my Mortgage Before I Retire?

July 11, 2017 9:26 am

Ideally everyone would reach retirement and not have an outstanding mortgage balance, but that is not always the case.  Some people choose to keep a mortgage for tax purposes, but often, due to any number of circumstances, retirement approaches and a mortgage balances still exist for many retirees.  The outstanding mortgage loan may be on […]

Tips for Surviving a Divorce (Financially)

March 1, 2017 12:00 am

We’ve all heard the statistics: divorce is quite common in addition to being a difficult process and experience.  There are numerous adjustments to be made during and after a divorce in many aspects of life.  Your living arrangements an…

Financial Planning for Blended Families

February 21, 2017 10:13 am

blend·ed fam·i·ly noun NORTH AMERICA a family consisting of a couple and their children from this and all previous relationships.   The joining of two families can be an exciting time but also a time when you will be faced with many financial decisions.  There are many aspects of life to plan for, from living […]

Get the Checklist: Organizing Your Finances for the New Year

January 12, 2017 3:27 pm

New year, new budget! The holidays are over, 2017 has arrived, and we’ve begun a new year to meet your financial goals. Don’t let unexpected expenses derail your 2017 plans. The start of a new year is the perfect time to clear off your kitchen table and take an in-depth view at your overall financial […]

5 Tips to Make Your 401k Grow

January 1, 2017 12:00 am

For most Americans, 401k plans, qualified plans or defined contribution plans are the most popular savings vehicles for retirement.  With most private companies doing away with pension plans and the uncertainty of Social Security, individuals need…