With the Tax Cuts and Jobs Act of 2017, there came along with it a sea of tax changes, some of which impacts charitable giving.
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The Roth IRA is a particularly attractive account for retirees. Leaving aside how the money may have arrived in one's Roth IRA Account, the funds within the
We venture back 40 years to June, 1979 where a young Pope John Paul II, the 264th Pope overall and first non-Italian Pope in centuries, is less than one year
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Anti-Fragile: Things That Gain From Disorder by Nassim Nicholas Taleb offers up some significant lessons in his writing on resiliency, and how it relates to
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Taxes are a four letter word for most people. In my service as a financial professional, income taxes — or of any kind for that matter — are one of the more
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With defined benefit pensions nearly gone from the landscape in the United States, tax-preferenced defined contribution Retirement Accounts have become the
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Insurance, particularly Life Insurance, is not at the top of anyone's favorite things to deal with.
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Everyone's financial and personal situation is unique. Regardless of the individuality, a common document list is needed to start the process.
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Understanding the risks assumed in your financial life is an all-important exercise.
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We mourn the passing of our 41st President, George Herbert Walker Bush. In memory, I share a few words about this great man.
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Estate Planning is one of the more challenging aspects of Financial Planning — for a variety of reasons.
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It's popular opinion that real estate investments make the best returns, but this is far from the truth, according to 117 years of market data.
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