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The Importance of Adapting in Uncertain Times

Life has already changed under COVID-19 in big and small ways. Think about the restaurants and retail stores that have adapted to accommodate online orders and curbside pickups. Think about shoppers and clerks wearing masks at the grocery store. Think about the number of businesses that hav …
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Teaching Kids about Money from Childhood Through Adulthood

Teaching kids about money is especially complex – you aren’t just passing on a few bucks to go to the movies, but an array of attitudes, values and assumptions regardless of whether you mean to. Your kids watch, in a way not even they are aware of, how you interact with finance and how you …

Why You Should Start Your Estate Plan Today (Instead of Tomorrow)

Many of us think we don’t have enough assets for a will to be necessary, or we’ve simply put it in the “I’ll get to it” category. But planning carefully now can save your beneficiaries from legal fees, tax losses and the ugly relational stress that comes up all too often in the estate process. 

Financial Advice for Millennials, from a Millennial

There are a few specific challenges, and therefore specific solutions, that I see millennials facing. Let’s imagine a conversation I might have with this hypothetical 20- or 30-something, and look at some financial advice for millennials. 
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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