Blogs and More

Have you checked off your year-end financial planning items?

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.

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?

As you gather information for your tax filing, you may have heard about Spousal IRAs. How do they work, and are there benefits for you?

In 1849, people flocked to California, believing they could get rich quick by mining for gold. Today, lots of investors are hoping to make their fortune in the Wild Crypto West. Proceed with caution!

Part of being a parent is juggling the many things that compete for our time and attention. Here's some strategies to save for both your own retirement and college for your kids.