Should I Buy Long Term Care Insurance?

This is a topic we discuss with our clients regularly.  With an aging population comes increased options for retirement living, assisted living and nursing care options.  Along with increased options come increased costs as well which can be exorbitant in…

Financial Acronymology, Decoded, Ep #63

Do you ever feel financial advisors speak a different language? Many clients feel their advisors throw around financial terminology that creates more confusion than clarity. Financial planners use mnemonics and acronyms since they are a great way to remember things….

When and How to Pay Your Taxes

Tax efficiency is an important part of building wealth over the long term.  One simple, but often overlooked way to increase tax efficiency is to pay taxes no sooner than they are due.  A refund is actually the IRS paying…

Memorial Day Roundup

Memorial Day Roundup

With summer reading season approaching, we wanted to highlight a few memorable articles we’ve found over the past couple weeks. With so much quality content available now, it can be tough to narrow down a priority list of what to…

Donor-Advised Fund

Tax Solutions for Charitable Giving, Ep #59

Charitable giving fills a need in our society and betters it as a whole. And until recently, donating to nonprofits helped people receive attractive deductions on their tax bills. With the recent tax law change, it’s important to understand how…