Top 5 Tips to Save Money During this Year’s Holiday Season

Financial Planning

Top 5 Tips to Save Money During this Year’s Holiday Season

Top 5 Tips to Save Money During this Year’s Holiday Season

Thanksgiving is almost upon us, which means the holiday festivities are right around the corner. For many people, that means holiday and bargain shopping is next on their priority list—especially during Black Friday, one of the most important retail events in the United States after Thanksgiving. But, how is one able to budget your finances […]

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Do You Know the Difference Between A Will and A Trust?

Do You Know the Difference Between A Will and A Trust?

  Estate planning takes away some of the stress and worries your family will have after you have passed. All the right assets will be distributed to the appropriate beneficiaries, the courts will not have to intervene and prolong the process, and any questions regarding funeral arrangements and other details will already be answered. The […]

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Top 4 Reasons High-Income Individuals Donate During Their Life

Top 4 Reasons High-Income Individuals Donate During Their Life

  According to USA Today, 2017 saw the first-time wave of charitable giving that resulted in more than $400 billion to various organizations. The biggest difference was donations to foundations, which was the largest increase that reached 15.5%. High-income individuals are currently keeping the donation levels elevated and stable. The Urban Institute in Washington D.C. […]

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home as investment

Your Home May Not be a Good Invesment

Is Buying a Home A Good Financial Investment? Do you consider your home as a place to live or as an investment asset? Some people we speak with about financial and tax planning tell us they intend to purchase a larger home as an investment. If you think this way, you are not alone. A […]

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