Finance
Charitable Giving – How Tax Benefits Vary
Today we dive into the most common types of charitable giving—and the tax implications for each. Read on to find out more!
Read MoreCharitable Giving, Part 2 – Advanced Strategies
Today we dive into a few advanced strategies for charitable giving—and the tax implications for each. Read on to find out more!
Read MoreWhat does a financial planner do?
Learn how a financial planner assesses your situation and then makes, implements, and adjusts a financial plan to reach your long-term goals!
Read MorePut a Shine on your Credit Score: How to Build Credit!
Today we cover 6 ways you can improve your credit score! Your credit score is a window into your financial reputation—and can impact your life in surprising ways.
Read MoreValues in Action – Financial Freedom Tips
Your values and long-term goals drive what you need to succeed. In this 4-minute video, I take a deeper dive into values in action—just in time for your end-of-year reflections.
Read MoreMeasure Twice, Cut Once – The Best Investment Strategy
It pays to measure twice and cut once! Here we cover the 3 criteria for constructing the best investment strategy for YOU.
Read MoreEmotion vs. Rationality – 5 Behavioral Pitfalls of Investing!
So, you think you are investing rationally? Read on to learn about the 5 dangerous Behavioral Pitfalls of Investing—and how to keep yourself out of hot water!
Read MoreYou’re Wired to Fail–Really!
We are hardwired to be poor investors. Accepting this is the key to your success as an investor.
Read MoreFinance – Don’t Fall into The Trap
“It’s different this time.”
Read MoreKnow your ABC’s (and D) of Medicare!
Curious about Medicare’s intricate alphabet of parts and plans? Read on to learn how to get fully covered—and be safe from unpleasant financial surprises.
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