Insights

The votes have been cast and now it’s a waiting game. Our country now faces days of a counting, recounting, accusations, potential lawsuits and a runoff election or two. Only then will we know the results of the 2020 election.

An estate plan doesn’t materialize with the snap of your fingers. In fact, an estate plan demands that you confront your mortality. Perhaps that’s why so many of us fail to plan for the future. The reality is that estate planning isn’t about you – it’s about your loved ones. Much stands to …

A lot of people are working virtually, their kids are attending school virtually, everything seems to be going virtual. If our world is becoming more and more virtual, why not use this opportunity to travel?

As a CPA, one of the questions that I have been getting more frequently is, “What is a donor-advised fund?” This is not surprising as the number of individual donor-advised fund accounts has grown by over 50% for the second year in a row, according to the National Philanthropic Trust’s 2019 …

There are many misconceptions about financial advisors. For starters, advisors are often thought of as a salesperson, trying to sell you a product that makes them a commission. Or that advisors are unnecessary in a world of robo-advisors and online trading. In reality, there are a lot of im …

For anyone who has researched financial tips or budgeting advice, a common suggestion is to give up morning coffee from Starbucks or whichever is your favorite café. Articles like this one talk about how you’re throwing your money away.

I’ve done some google searches on this quote, and even though there are a number of variations of it, no one really knows who said it first. Some credit it to Sir Austen Chamberlain in 1936, but even he said it was told to him by a Chinese diplomat.

By the very name, the SECURE Act – or Setting Every Community Up for Retirement Enhancement Act – is designed to enhance retirement savings. There are several provisions in the new law to help accomplish this goal.

To say that this has been a weird year would obviously be an understatement. Our normal may never return to the pre-pandemic “normal” that we enjoyed but we are seeing signs of coming out the other side of this craziness. This pandemic has allowed me an ample amount of time to reflect on our lives.

Teaching kids about money is especially complex – you aren’t just passing on a few bucks to go to the movies, but an array of attitudes, values and assumptions regardless of whether you mean to. Your kids watch, in a way not even they are aware of, how you interact with finance and how you …