(to educate, inform and amuse)
Sign up for our monthly newsletter here.
Rather than making New Year’s resolutions, consider beginning the year with a New Year’s Review. It’s simple, can’t really fail and it might be fun: How can I make this year my best year ever? Goals Begin by identifying what you would like to accomplish or prioritize in the year ahead. These goals might relate […]
Read more...2025 was a year with many challenges and changes. As the year comes to a close, we want to reflect on some of the positive highlights of 2025 – the progress made both in the market and in our personal (financial) lives. Even with uncertainty about the economy and volatility in the markets, there are […]
Read more...In last month newsletter we spoke about the new Tax Law. This month’ we want to speak about what to do to make the most of current tax rules before major changes arrive in 2026. Below are key strategies to consider. Charitable Giving and Itemized Deductions With higher standard deductions it is hard to use […]
Read more...When we speak with clients about leaving their estate, part of their possession are heirlooms, old photos, keepsakes that bring back memories of events and family members. What happens to these and what can we do to preserve the memories? The next generation is not interested in boxes full of photos that they don’t know. […]
Read more...Occasionally we hear from clients that they lost track of old accounts; after moving or changing jobs. This is more common than you might think. An estimated $70 billion worth of unclaimed property is currently held by state treasurers, according to the National Association of Unclaimed Property Administrators (NAUPA). Most unclaimed money held by state […]
Read more...We often get asked, “How would I even know that I’ve been scammed?” It’s a good question and an important one. When we begin a financial planning engagement, we always ask for a credit report. You can download all three reports (Experian, Equifax, and TransUnion) at www.annualcreditreport.com . The only source for your free credit […]
Read more...Digital assets encompass a wide range of online accounts and property, from financial holdings to sentimental items like photographs and digital media libraries. While cryptocurrency is the most well‐known example, even loyalty rewards and social media accounts hold personal and financial value. Yet, contrary to popular belief, providing theirs with usernames and passwords – while […]
Read more...
