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Tuesday, April 30, 2019

What is Your Purpose?

Mortality is a bizarre concept to wrap your mind around...

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Friday, April 19, 2019

Wealth. What does it mean to you?

                Wealth to me is not about money.  I gauge my wealth on the relationships I have, the quality of time I am able to enjoy with my family, the level of joy and happiness I feel when I am able to provide experiences and special moments with my children.  Yes, money does afford me the ability to create certain experiences with my family and friends, but I don't measure my wealth by the size of my bank account...



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Tuesday, April 2, 2019

Spring Cleaning: Helpful Tools for Organization

Spring has sprung! As our lives become busier, we tend to place organization on the lower end of the priority list.  Since Spring is the season of fresh starts, this is a great time to revisit the things you have been putting off and incorporate some tools to help you stay organized!

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Tuesday, March 5, 2019

Tax Savings Strategies to Implement NOW to Lower Your 2019 Tax Bill

Ahhh… Tax Season...  If you’re like many people, you may have filed an extension for your 2018 federal tax return, so take a look and see if any of these tips might apply to last year. Otherwise, be sure to make the most out of these ideas for your 2019 tax planning!


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Tuesday, January 8, 2019

Buying Vs. Renting Commercial Real Estate: What Are The Tax Benefits?

Tax Fun for Business Owners!  A common dilemma that many business owners face is whether to own or rent a business property...


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Friday, November 23, 2018

3 Steps to Prepare your Children for an Inheritance

How do you prepare your children to receive an inheritance?  What can you do now to make them better money managers?  Passing your legacy to your children requires acknowledgement of family values and fiscal preparation, early on.  

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Tuesday, October 30, 2018

Places That Will Take Care of Your Pet If Something Happens to You

by Kristin Hunt, Everplans... It’s currently estimated that only 9% of people with Wills include provisions for their cats, dogs, or exotic birds. And unless you already have a sibling or friend who’s explicitly pledged to look after Pawudrey Hepburn, that could leave your pet in limbo if something serious happens to you.



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Monday, September 17, 2018

Estate Planning Is Dead

by Daniel Scott, Forbes

July 26, 2018 Link to Original Article 

Estate planning is dead. Gone are the days of creating legal structures to hold your assets, pass your fortune on to the next generation and, of course, avoid paying estate taxes. Gone are the days of planning for your death. It’s time to plan for your life.



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Monday, August 6, 2018

Back-to-School Checklist: A Reminder to Reassess your Financial Planning (Part 1)

Back-to-school season is all about fresh starts!  Inspired by the importance of preparation in starting a new school year, we have provided a two-part checklist that will help you and your family prepare for the future! Read more for Part 1!


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Monday, May 7, 2018

I Do…But First Sign Here: Prenuptial Agreements, Postnuptial Agreements, Cohabitation agreements

 

Are you and your significant other considering a prenuptial, postnuptial or cohabitation agreement?  If so, this week's blog gives a quick and informative look into these three types of agreements!


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Friday, April 27, 2018

Avoiding Entrepreneurial Burnout

 

Entrepreneurs are especially vulnerable to career burnout.  Combat this career killer by following these techniques!


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