You Have an Estate Plan. Now What?
Before you put that giant Estate Planning Binder in a desk drawer, here are some final steps to complete.
Who Needs an Estate Plan? You Do!
An estate plan empowers you by making your wishes known. Here's how to get started.
Health Savings Accounts: Maximize the Tax Advantages
Health Savings Accounts (HSAs) were created to help individuals with high-deductible health care plans manage their medical expenses. Here's how to maximize the tax advantages of HSAs.
Your 2022 Year-End Financial Planning Checklist
Have you checked off your year-end financial planning items?
How to Donate Directly From Your IRA
A Qualified Charitable Distribution (QCD) is a donation made from an IRA directly to a qualified non-profit organization. Here are some quick facts about QCDs to see if they make sense for you.
Pet Lions and Planning
At Career Day for 5th and 6th graders, I talked about my job as a financial planner. Uh oh, what if a spending goal is a pet lion?