Money is funny! You need it, but you don’t. You can be a SCROOGE Or you won’t! There is enough to go around Yet some of you get bound… So remember what it’s for God, food, and a little more. Things don’t last, but You always have memories PAST! Earn, give, save and receive This…
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If you’ve ever wondered what your financial advisors do with their free-time, here’s your answer: Google geeky things like this. This happens to be one of my favorite things to look at each year. It gives us an indication as to where we are from a financial literacy perspective. This year’s list was very interesting.…
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We won’t break out in song, but this is something to celebrate in 2020. Charitable gifting – in many cases – is providing the planning opportunity of a lifetime! Are you aware that you may deduct up to 100% of your Adjusted Gross Income by way of making charitable gifts in cash this year? If…
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Most of us know the story: It was 11:40 PM on April 14, 1912. Lookout Frederick Fleet spotted an iceberg immediately ahead of the Titanic and alerted the bridge. First Officer William Murdoch ordered the ship to be steered around the obstacle and the engines to be put in reverse, but it was too late.1.…
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Paying for college tuition can be a daunting task: for the 2019-2020 school academic year, the average cost of attendance for private colleges and public colleges is $53,980 and $26,590 respectively.1 Among those who borrow, the average debt at graduation is $25,921.2 Luckily, there are some unique ways to fund college that can help you…
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Leading up to the election, we focused on several areas in your life that the results could have major impact on. Right now – post election – is the time to prioritize your to do list in light of the results. As I sit here writing, the presidency is still uncertain. Yet the House and…
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According to the IRS: Estate Tax is a tax on your right to transfer property at your death. Due to what might be owed at your death, the government realized that estates comprised mostly of small businesses, farms, and ranches could face ruin after the death of the owner. So, in 1997 Section 2032A of the tax code…
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Let’s just lay it out on the table: money often brings out the extreme in people. Money is a frustrating topic. You find two-sided information on every topic you search regarding money. Everyone you know seems to know everything about what you are going through. And caution! Marriage counseling may be required. It can be…
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Remember when buying a coke was a treat and eating out for dinner was a true luxury? When you’d get a hole in your pants and your Mom would fix them – not throw the pants away? When you walked down the street and truly overweight people – especially children – were few and far…
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In this world of vast information, just about anyone can claim to be a financial advisor. Moreover, the McDonald’s of financial advisors are popping up on every corner in those big brand names you recognize. Unfortunately, this means most of the advice families receive is generic information. I say “Unfortunately” because very few families have…
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