Planning matters

A Charitable Giving Experience

Charitable giving is an important part of the financial picture for many of our clients. Whether you have an annual giving plan in place, or want to establish one, our team will help review strategies that might be more tax efficient or flexible according to your wishes. It’s also helpful to understand your role as…

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Time, Goals and Dreams

Lately, I’ve been reflecting about time and how it seems to fly by. It’s been one year since my son was born! June also marks the time I look at the goals I’ve set for the year and check in on my progress. One important aspect of setting a goal is giving yourself a deadline….

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Ready to Buy a House?

Determining whether to buy a house or stick to renting is a major decision. While there are many personal factors, a number of indicators can help determine when you’re ready to buy. Putting Down Roots – How long do you plan to stay in the home? As a general rule, a buyer should plan on…

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Marriage and Money

June is a popular month for weddings and exactly thirty-six years ago today, my husband and I were standing at the altar lovingly exchanging our wedding vows. However, none of those vows included anything about handling money together. We were left to our own devices to figure that out. Here are some great tips from…

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Financial Answers Everyone Should Know

Finances, ugh. We understand that not everyone enjoys dealing with money matters. In many joint households, financial responsibilities often fall to one person, with the other having little or no knowledge. While we are happy to act as a partner to help unravel detailed questions, we also want to emphasize the importance of knowing the…

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