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News & Articles

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Life Moves Pretty Fast

It is amazingi how things have changed over the last few years. From companies that make up the Fortune 500 to ones that did not even exist 20 years ago. Life moves pretty fast and the changes in the business world reflect that.

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Investing is Overrated!

Christine Benz of Morningstar wrote a great piece recently and one of her comments was how investing is overrated. While investing is the "attention hog" of the personal finance world, there are other factors that are more important than investing success when it comes to success.

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What is Unretirement?

Coming out of retirement is gaining more traction. Heck, it even has its own title - UnRetirement. What are some of the reasons and data behind this growing trend?

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What are Donor Advised Funds?

Donor Advised Funds are becoming more popular. I expect this continue even with the recent changes in the tax laws. They are a great way to combine the best of tax and charitable planning for many clients.

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Reviewing Your Tax Return

Tax season is over for most of us. Has your advisor asked to review your tax return? I look at the ones for my clients. There are a few key items I am looking for with every return. Let's dive into some of my secrets