Creative Giving
Giving to a charity is easy, right? You write a check and send it off to your favorite 501(c)(3) organization, and get a full deduction for the amount on your tax return, up to 50% of your adjusted gross income.
Big Vote in Europe
The big question in Europe this year is how the British people will vote on June 23. Will they vote to leave the European Union (what’s being called the “Brexit”) or decide to continue to be part of the 28−nation economic alliance?
How 'Safe' Investments Could Destroy Your Portfolio
April 24, 2015
By Ben Steverman for Bloomberg News
Your Client is Not Just Another Number
October 3, 2014
By Ed McCarthy, CFP
At times it seems like the main focus of retirement planning is on numbers. Consider the frequent surveys that evaluate retirees’ or near-retirees’ readiness—the results usually evaluate how much money the survey’s participants have saved versus their expenses.
Sock away enough dough or cut your expenses sufficiently and you’re in good shape to pursue your retirement dreams; fail to save enough and you better brush up your barista or shelf-stocking skills.
Life Transitions ― Money, Emotions and Confusion
December 27, 2013
By Beth Jones, RLP®, AIF®, CFT™
Do you have a Budget or Spending Plan?
August 3, 2013
By Beth Jones, RLP®, AIF®, CFT™