Tag Archives | Tax Savings Strategies
Charitable Giving

Doing Good – Charitable Giving 2012

As the holiday season approaches, with the end of one year and the start of another, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind. Charitable giving can be enhanced using income tax deductions, and so it can […]

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Holding Hands with Elderly Patient

Long Term Care Insurance – Is it Right For You?

Sara and I are finding that we are having more and more conversations with clients in regard to Long Term Care planning. Many of our clients are caring for aging parents and recognizing the challenges this creates for families.  The baby boomer generation has brought with it a unique set of challenges. Greater numbers of […]

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financial-planning-leaving-your-legacy

Legacy Planning – Give it YOUR way!

Legacy planning is a big part of the financial planning process. We help families develop strategies for taking care of the next generation in many different ways. We often ask clients, “What’s the purpose of your money?” Some family legacies are about money some are about memories and some are fortunate enough to be both. […]

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WomenandMoney

Ladies Only Event – Take Charge of Your Financial Future

Ladies Only – The Complete Financial Management Workshop Ladies take charge of your finances today. Build a brighter financial future. 4 Week Ladies Only Workshop  Monday’s 6:30 – 8:30 p.m. Beginning Sept 17, 2012 (Last session is Monday Oct 8, 2012) With so much financial information available — and so many financial options — it’s easy […]

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401k Rollover

10 Costly 401(k) Rollover Mistakes – Timely Topics

Introducing Timely Topics, articles and commentary on topics of interest in today’s headlines. From time to time we may want to address a topic in more length than what a traditional blog post would allow. These articles are a result of client questions, media hype or news and commentary that we think might be of […]

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Dollar bill folded into a heart

Six Steps to Maximize Your Charitable Giving

Still doing good, but with less. Most of us have been impacted in one way or another by the new economic reality. If we haven’t been personally affected we are concerned about what tomorrow may bring. We are all trying to stretch what we have even it’s simply to save more. Even though budgets may […]

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