Accountability: The Key to Unlocking Financial Independence
For more than 20 years, I ran competitively. Last year, I spent three to four months training consistently and failed to reach one of my goals.
All I Want for Christmas Is a Budget
Planning your gift-giving budget for the holidays may give you a little more freedom and a little less stress. Here are a few ideas of how you can plan ahead … for next Christmas, of course!
Alphabet Soup
Many industries use acronyms. Financial services are no different: QCD, RMD, DAF, and IRA to name a few. They each have their own rules and guidelines. We enjoy working with clients on a daily basis to help make sense of these terms.
American Rescue Plan: Aid Begins Hitting Accounts
Most notably, the bill included another round of direct payments to Americans, many of whom have already received the $1,400 (individually), plus per spouse and dependent/s.
An Executive’s Financial Guide
Analyzing the American Families Plan Tax Proposal
After months of speculation, on September 13th, the House Ways and Means Committee released a proposal for tax reform effective in 2022 (and possibly in 2021 for selected provisions). The proposal contains a number of provisions that were expected, and a few surprises that we did not expect.
Are Those Happy Tears?
Tears, bottles, diaper changes, onesies, little fingers, and strange sleep schedules – as many of you know, these are just a few of the things to expect when you bring home your newborn from the hospital. And here’s something else to expect: new tax credits! While I know good parents don’t have kids to lower their tax bill, it’s nice of the US Government to extend a bit of kindness to those taking on the heartache – and joy! – of becoming parents.
Analyzing the American Families Plan Tax Proposal
After months of speculation, on September 13th, the House Ways and Means Committee released a proposal for tax reform effective in 2022 (and possibly in 2021 for selected provisions). The proposal contains a number of provisions that were expected, and a few surprises that we did not expect.
Are Those Happy Tears?
Tears, bottles, diaper changes, onesies, little fingers, and strange sleep schedules – as many of you know, these are just a few of the things to expect when you bring home your newborn from the hospital. And here’s something else to expect: new tax credits! While I know good parents don’t have kids to lower their tax bill, it’s nice of the US Government to extend a bit of kindness to those taking on the heartache – and joy! – of becoming parents.
Are You Approaching Retirement? It’s Time to Get Your Financial Health in Order.
Planning for retirement can be one of the most daunting financial stages of life because there are so many competing priorities to manage and responsibilities to juggle. Read on for some tips to help you manage it all.
Are You Really Ready to Exit Your Business?
It’s one thing to turn in the office keys and ride off into the sunset as a former W-2 employee, but what about those who started and built businesses?
Asking the Right Question
August 21, 2020 Financial Perspectives
0:50 - In the News: August 10th - August 21st
2:46 - What Is “Aseasonality” and Why Can It Lead to Impatience?
4:30 - Historical Disruptions
5:50 - Behavioral Biases: Why Does This Seem So Bad?
Avoiding Probate Just Got a Little EasieràFor Certain Estates
Balance Sheet Liquidity: What Is It? How Do I Approach It?
I am extremely fortunate to work with many different types of clients. Some of my favorite clients are the owners of privately owned businesses. There are always opportunities to have conversations that go well beyond managing investments.