I have been around a lot of kids, at church, in the grocery store and other public places and I have come to the conclusion that my grandkids are the absolute best. They are well-behaved, good-looking, considerate, respectful, loving, obedient … should I keep going? Let us face it; some rug-rats are just that, but […]
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Financial issues are complicated, and we are aware that the choices we make can have lasting impact. This can easily lead to people feeling overwhelmed, stressed, and even paralyzed about how to move forward at all. As a result, they often seek someone to advise them and guide them through the myriad of products and […]
3 Ways the New SECURE Act Might Affect You
January 15, 2020
Setting Every Community Up for Retirement Enhancement Act, or better recognized as the new SECURE Act, was signed into law on December 20th, 2019. The bill’s intent is for folks to have opportunities to increase their “nest egg” by addressing a number of retirement savings and employee benefit changes. While there are numerous aspects to […]
3 Ways to Support Nonprofits That Are Better Than Giving Cash
December 17, 2019
Greg and Jennifer are in their late 30s and have prudently managed their finances ever since they got married. With the changes in the recent tax laws and while realizing they are just barely able to itemize their deductions on their tax return, they decide to save more taxes by immediately donating to their favorite […]
Is It Wise to Make a Charitable Donation on a Credit Card?
September 12, 2019
Credit card contributions are a quick and easy way to support your favorite charity. Using their website, or even by texting donations, makes sending money convenient and you often benefit from points or other rewards. According to the IRS, a last-minute year-end donation is deductible in the year it’s made, even if the charge is […]
When Was The Last Time You Checked Your Credit Report?
July 15, 2019
Life gets busy and things inadvertently get postponed, but getting your credit report should not be one of those items. However, you may find yourself asking, “Why should I care about my credit score or what’s on the report? I don’t like debt and I’m surely not getting a loan anytime soon!” To better answer […]
A Simple Way to Save More in Taxes
October 5, 2018
On December 22, 2017, President Trump signed into law The Tax Cuts and Jobs Act, which was the most sweeping rewrite of the tax code in more than 30 years. While the provisions of this tax reform bill went into effect on January 1st of this year, most of the provisions affecting individuals are temporary […]