How will the 2018 tax bill affect you? For most, taxes will go down. How much is based largely on your specific situation. The following are things that you can do to help yourself in light of the 2018 tax bill. 1. Take any deductions that you can in 2017. This would...
As I work with my clients, many of whom have dealt with or are dealing with aging issues, including long life planning and elder care (either their own or their parent’s), I’ve recognized several truths. I share just a few below, but I’d love to hear what you have...
As Millennials enter the workforce, the burden of student loan debt shapes their view of their lives, including careers and finances. A survey recently conducted by American Student Assistance® notes that 75% of respondents say student loan debt affected their...
When I first worked as a financial advisor at a broker dealer firm, I was taught the “two hat” training. When I discussed financial planning with clients, I wore my fiduciary hat. This meant the advice I gave had to be in the best interest of the clients. But as soon...
A Donor Advised Fund is another way to gift money to your favorite charities and be financially beneficial to you at the same time. The DAF allows you to set aside money to contribute to a charity in the future, even without knowing the details of who you want to...
Last fall, I asked a 5th grade class via Twitter what they thought the best money advice a financial planner could give was. They sent back the following list: Buy things that last Separate needs from wants Spend money on the things you will use Spend money wisely...
