TCJA Sunset? Or Maybe Not So Fast
With the election results in, TCJA sunset thinking may change.
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The ABC’s of Gifting Appreciated Securities
Tax-Advantaged Giving Anyone? There are probably nearly as many ways and reasons to give as there are organizations and individuals seeking support. Our time, skills and resources are always in demand. With a little planning, however, you can help your organizations and lower your tax bill. What Constitutes a “Gift” to Charity From a Tax
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The Clock is Ticking! Year-End Tax Strategies
What’s the #1 service people wish their financial advisor would provide? Tax planning According to a recent survey, 90% of the nearly 1,600 investors surveyed wish their advisor would help them reduce their tax bill via tax planning. People like to save money on their taxes – who knew? And with year-end approaching, the clock is
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Money Talk – October 2024
The Broadening Rally and Election Woes
Money Talk – October 2024 Read More »
Investor Alert: Artificial Intelligence (AI) and Investment Fraud
Steps you can take to keep your money safe and protect yourself – an alert from the SEC
Investor Alert: Artificial Intelligence (AI) and Investment Fraud Read More »
Letter of Instruction
Have you written one of the most helpful documents you can leave for your family members?
Letter of Instruction Read More »
Is Today’s Market a House of Cards?
We have enjoyed a booming stock market – will it continue?
Is Today’s Market a House of Cards? Read More »
Women and Finance: Financial Self-Care – Not Quite a Bubble Bath but Far More Impactful!
You may have an exercise program, skin care routine, and/or spiritual renewal commitments. But what about financial self-care routine?
Women and Finance: Financial Self-Care – Not Quite a Bubble Bath but Far More Impactful! Read More »
Two Truths – One Tale
Love a quick game? Love learning? Want to improve your personal finance acumen? Let’s Play!
Two Truths – One Tale Read More »
Why I’m a Fee-Only Advisor in Round Rock, TX
Where’s the #1 place in America to live? According to The Today Show (and me), it’s Round Rock, Texas. Thank you @Jake Ridley for this article describing the different flavors of financial advisors and considerations when choosing one.
Why I’m a Fee-Only Advisor in Round Rock, TX Read More »