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Planning for Your Philanthropic Desires You may have seen the recent news about philanthropist MacKenzie Scott’s most recent round of charitable donations. (If you haven’t heard you can read about
Life is busy. Really busy, at times. It’s easy to get caught up in the day-to-day and not think about what you really want to accomplish in the long run.
There are a few kinds of decision makers when it comes to hiring a service: You know which one you are. Hopefully, this article can serve as a good starting
“Bull markets are born in pessimism, grown on skepticism, mature on optimism, and die on euphoria.” – John Templeton What a Difference a Year Makes The pre-COVID world as we
Taxes. I am probably not in the minority when I say that I do not like paying taxes. In fact, I do not like preparing tax returns either. I can
Today we want to take a couple minutes of your time to remind you of a few items as you work through gathering your 2020 tax forms for your tax
One of the questions I see frequently asked by young professionals in regard to their finances is, “How do I know if I’m on track?”. This can be a very
“The stock market is a device for transferring money from the impatient to the patient.” – Warren Buffett What a year… We hope you and your family are doing well
When it’s time to cozy up for colder weather, it’s time to check in with your financial life, too. Here are a few financial tasks to check off your to-do
There’s a strange dichotomy that I often find when reviewing new client’s employee benefits selections: the most important benefits often aren’t being taken advantage of and the less important benefits
The theme of our last quarterly commentary written in July was centered around uncertainty. That theme remains with us today as we deal with the unpredictability of the COVID virus
“There are only two things certain in life: death and taxes.” — Benjamin Franklin Taxes are one of your largest and most consistent expenses you will have throughout your life.
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