Retirement can invoke a mix of conflicting emotions from anticipation to fear, excitement to anxiety. It’s one of the biggest life changes we
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Almost any large nonprofit organization has a planned giving department that will guide you through the maze of giving options available. While planned giving
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If you’ve been investing in stocks or bonds for several years, you may feel like you’re beginning to get a hang of this precarious trade. At this point
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With a new bear market settling in, new opportunities for a prosperous investment can feel few and far between. However, this current bear market caused
Credit Management in the 21st Century
In today’s world, good credit is a necessity. Today, our credit score affects much more than our ability to buy a house
Diversification is one of the cornerstones of traditional investment advice. The most common saying we hear is “never put all your eggs in one basket” and
For years it was assumed that tax planning was reserved for the wealthy. While wealthy individuals will see the most benefit from tax planning, with big changes
The Trump administration’s new tax reform bill was signed into law in December of 2017, representing the first major tax change in over 30 years. The changes
Following a solid tax planning strategy throughout the year is an integral part of any financial plan, but there are special considerations to make as the year
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By now, there’s a good chance that the recent market downturn resulting from the COVID-19 pandemic has left you questioning your investment strategy. In