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Month: February 2017

Keeping Up with Keeping Up

Keeping up with Joneses – it’s human nature, right? Your neighbor brings home a brand-new Beamer, and your 10-year-old Honda looks a little dull in comparison. Everyone has felt this way at some point, and it doesn’t start in adulthood. We all remember the kid who got a new bike every Christmas, and a new sports car for their 16th birthday. Now, that has evolved into who has the bigger engagement ring, who had the most lavish wedding, and who buys the biggest first home.

Saving & Investing – Where to Start?

One thing I hear periodically as a financial advisor is, “I wish I had enough money to invest and work with you.” What I always tell these folks is to start with what they can control, rather than focusing on what they don’t yet have or can’t control. The best time to start saving is today.

Family Financial Foundation Gives Back

For the last couple of weeks, we’ve been talking about giving, and how and why we see our client families choosing to give away some of their hard-earned assets. Whether it’s for a tax break, to pay forward an opportunity they were given, or simply to feel good about a choice they’re making, we’ve helped many of our clients get the most out of their charitable gifts.

CD Rates are Rising, But There Are Alternatives

Have you noticed recent ads in the newspaper, or at your local bank branch, for CDs lately? We’ve seen that rates are on the rise, and wanted to pass this information along to you, our valued clients (and prospective clients!).

What Kind of Giver Are You?

So when it comes to charitable giving, I know I’ve seen patterns over the 19 years I’ve been in this business as people make the decision to give their hard-earned money to an organization or cause.

Why We Give

Winston Churchill once said that, “We make a living by what we get, but we make a life by what we give.” This is why, as financial planners, we always ask our clients about their giving habits, goals and how they feel about their philanthropic efforts. In some ways it can seem counterintuitive – aren’t we trying to help people maximize their assets and save more? Why would we ask them about giving it away? Several reasons, actually.

Charitable Giving 101

By now you should have most of your tax documents in hand and you’re thinking about tackling that task of doing your taxes. Maybe you have some charitable donations to consider, or maybe you’re thinking you want to start a giving plan now to maximize your refund next year. Wondering where to start? We can help.

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