My take: How the SECURE Act Changes Financial Planning
I see four ways the new legislation impacts financial planning advice. Here some of my thoughts.
Making it a Win-Win: Here's how I helped a client align his values with his money
Giving Season Has Arrived! Here's 5 Ways to Maximize Your Year-End Giving Strategy
As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.
Lower Your Income Taxes by Using a Donor Advised Fund for Charitable Contributions
While donor-advised funds can be a great way to give to a charitable cause and grow your investment portfolio, they function differently than traditional charitable donations. Find out how it works before starting yours.
5 Financial Planning Tips - From my 20 years as a Financial Planner
There a few basic rules of financial planning to follow, here are 5.