I can’t believe how this year has flown. Already, we are starting to look back at 2025 and pundits are trying to predict how the year will end up in the stock market. As always, I provide this list as…
How inconvenient that so many tax deadlines occur at year-end. What you really want to be doing is shopping, egg-nogging, New-Year’s-Eve-smooching, and wearing ugly holiday sweaters while watching football. So, what are some things you can do now, to avoid…
Remember the excitement of back-to-school season? New clothes, Trapper Keepers, and the chance to break out of your previous nerd persona? It never really worked for me, but there was always the dream. Why not recreate that feeling as an…
Wait, is Kristi telling me I shouldn’t donate money to help others? Never! I love charitable gifting and helping clients feel comfortable donating to non-profits. However, often writing a check is the least beneficial to the donor for tax savings.…
An element of retirement income planning that never ceases to confuse is taxes. Accounting for your tax bill as a retirement expense is important. Over-or-under estimating the cost can lead to errors in a retiree’s monthly spending targets. The biggest…
When I have a captive audience of young adults, I like to ask them what concerns them about their personal financial situation. The number one answer (consider this unscientific anec-data) is how to afford a first time home purchase. First,…
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