Inheritance: Pennies from Heaven, or Climate Change? “Some people see pennies from heaven, while others see climate change.” – Taken from the one panel comic strip “Rubes,” […]
QCDs: Charitable donations with a (positive) twist We’ve discussed the benefits of charitable contributions previously. Not only have many people benefited from a financial perspective, but from […]
Tips for a rewarding Spring Cleaning Checklist What is Spring Cleaning? Every year, humans around the world embrace a certain time of year to purge their homes […]
The benefits and gifts of giving “Giving” as a concept means giving something of yourself to others. This can be both financial and non-financial. Whether measured […]
The annual tax refund treasure hunt Spring time is in full bloom, and again we start the great annual treasure hunt during tax time. However, the […]
Thinking about an IRA? Now’s the time The recent stock market volatility has been an interesting ride for everyone – but within the changes lie financial opportunities. […]
Christmas 2016 | December 2016 Okay, so the market was a little more positive than my prognosticated “meh”. I surely didn’t see a Trump victory […]
IRA Basics | April 2016 April 15th (well, actually April 18th) has come and gone this year with its tax filings, paperwork and wailing and […]
Phantom Capital Gains | October 2015 Last month I introduced myself to you, and I thank you for reading and for those who gave me a […]