How Much Should I Give? (12/4/15)

A client recently asked if there was a standard amount that people should give to charity each year. She donates throughout the year but wondered if she should be giving more or if her amounts would even make a difference. I offered to do a little research and present my findings.

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Avoid the Rush (11/03/2015)

As October seems to have gone by at warp speed, we find the holiday season rapidly approaching.  While many can feel overwhelmed, with good planning, the season can be enjoyed both personally and financially.  Setting a realistic holiday budget and making sure to stick to it are the first steps to a more affordable and less stressful season. 

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Check your Beneficiaries! (04/14/2015)

An expression people repeat over and over is “the one constant is change”. In our business, we are often consulted as a result of changes such as a new job, marriage, divorce, death, and relocation. In the past few months, I have seen several cases in which, amidst these changes, beneficiaries were not updated or changed on accounts, and the result was detrimental.

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