2023 has certainly been an eventful year, so it’s likely that income taxes have not been at the top of your mind. But there is still time before...
Financial Health Post-Pandemic: 3 Factors to Assess
A lot has happened in the world over the past year, and while everyone’s physical health is top of mind, financial health is also a concern for...
A Year to Remember
Year-End 2020 After a year like this, I don’t know what to say. Belaboring the obvious seems pointless, and yet it seems incumbent on me to try to...
Tax Loss Harvesting
2020 has presented us with many challenges, but also some opportunities. A disciplined adherence to a good plan can pay long-term dividends at...
Tax Strategy – Roth Conversion
Investors often focus on the daily moves of the market, economic predictions, or the S&P 500’s performance when they think about their...
Is 2020 the Year to Gift Big?
With a new President taking office in January, many people are wondering about potential changes to the lifetime exemption amount for gift and...
Apple, Gold, the $ and Inflation
Apple’s stock price is up about 50% year-to-date, quite a remarkable achievement for the world’s largest company. In fact, it has more than doubled...
Domestic Violence and COVID-19
Recently a number of articles have been published that discuss the rise in domestic violence (DV) during the shelter-in-place order. Many people do...
Preparing Your Child For Financial Independence
What’s important to you? For some people, it may be a nice car. For others, it may be spending time with family or going on a nice vacation. You...
Three Things People Going Through a Divorce Should Consider in their Financial Planning
Divorce can be one of the most traumatic experiences one can go through. As you go through the process, you will need to make financial decisions...