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NEWSLETTER

Check out our past newsletters below for helpful financial planning information and insights.

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Could A Donor-Advised Fund Save You Money On Taxes?

When you make a charitable contribution, your main goal is to support organizations you’re passionate about and to benefit those in need. It used to be that a nice tax break was just an added perk. Unfortunately, the Tax Cuts and Jobs Act, with its higher standard deduction, causes many people to lose out on the tax benefits associated with charitable giving.

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Is A Vacation Home Really An Investment?

My grandmother bought a beach house with some of her friends years ago, and as you’d expect, some of my richest and dearest memories of my family were formed there. it cannot be overstated how much we as a family have benefited from this simple little house on the ocean. It is a place where my family can recharge and reconnect. The emotional and relational return on investment has been amazing.

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Take Our Interactive Retirement Quiz!

How do you feel about your retirement readiness? It’s a loaded question, I know, but one that can make or break your financial future. Being ready to retire is about more than having a large sum of money in savings and turning 65. It’s about understanding your risk level, having a realistic budget, and knowing what goals you are aiming for, all so you can retire with confidence.

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See A Sample Financial Plan

With a world of information at our fingertips, we can find reviews, product specifications, and more details than we’ll ever need about anything we want to buy. In other words, before making a major purchase, we can arm ourselves with information to make the best choice possible.

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