Good for Your Heart and Your 1040!
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It may be better to give than to receive, but it may be even better to give and see your generosity rewarded. Charitable giving can play a valuable role in your financial and tax strategies.… Read More
A basic guide to the potential tax implications (and advantages) of donating to charity
There’s financial incentive for Americans to give generously to charity: when you donate to an IRS-qualified 501(c)(3) public charity, including Fidelity Charitable, you are able to take an income tax charitable deduction.… Read More
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Talking about long term care (LTC) can be challenging, and it can be especially difficult to know where to start. How you choose to broach the conversation may depend on your loved one’s personality, age, health status, cognitive function, and religious beliefs.… Read More
Better to be safe than sorry
As you enter your “golden years,” perhaps you imagine yourself traveling, visiting grandchildren, or pursuing a favorite hobby. Unfortunately, none of us can predict what the future may bring. But, according to the U.S. Department of Health and Human Services, more than 70% of individuals over the age of 65 will ultimately require some form of long-termcare (LTC).… Read More
Make your annual review more efficient and productive to improve next year
When you work with a financial advisor, then you know how important the year-end review is to the financial planning process. And given that you should be scheduling your year-end review this month, let’s review how you can best prepare.… Read More
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Tips to help you find your financial planner and financial planning firm
The financial planner and financial planning firm you pick to manage your assets and advise you on key financial decisions affects your retirement and other major financial goals more, maybe, than even you.… Read More
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What are your top three financial goals?
How do you think your goals could change after doing one simple exercise?
Any of us can answer that first question pretty easily. We can spit out a few generic goals off the top of our heads.… Read More
A Quick Look at Your Life Insurance Needs
You might consider a needs analysis in order to truly meet your objectives
Have you ever wondered how much life insurance is “enough”? One general rule of thumb says that you should buy an amount equal to five to seven times your annual income.… Read More
Changing Times, Changing Needs
Questions that all policyholders should ask themselves at least once a year
When Judy purchased her life insurance policy 10 years ago, she thought her insurance planning was complete. She assumed that if she paid her premiums on time, she could sit back and not think about life insurance anymore.… Read More
Becoming Osaic
I’m reaching out to share some exiting news regarding SagePoint Financial, the firm I use to support my business operations.
SagePoint Financial recently announced that its parent company (formerly Advisor Group) adopted a new brand and name – Osaic.… Read More
Good for Your Heart and Your 1040!
B
It may be better to give than to receive, but it may be even better to give and see your generosity rewarded. Charitable giving can play a valuable role in your financial and tax strategies.… Read More