If you prefer to give money or gift cards to the children or grandchildren in your life, consider a different kind of monetary gift this year: a custodial Roth IRA.
Savant
Are you tired of being bombarded with financial myths and misinformation? Watch this enlightening and educational webinar.
Nearly a third of annual giving happens in December and It’s probably a matter of time until the donation requests start flowing into your inbox. But be wary of some common charitable scams.
Life transitions can be difficult and one that is often underestimated is retirement. When the day finally comes, most retirees are unprepared for what happens next.
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As we enter into what’s supposed to be one of the most joyous seasons of the year, how can we inject a little more positivity into our collective outlook?
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If you’re used to giving holiday tips to your hairdresser, dog walker, house cleaner, or other individuals with whom you have an ongoing relationship, you may be wondering how the new tipping culture affects the annual gift you’ve given to valued service providers in the past.
Savant
Are you approaching retirement age and looking to navigate this exciting phase of your life with confidence? Or perhaps you’re planning way ahead, eager to take control of your financial future.
It’s common to feel a sense of paralysis when you receive an inheritance. It can feel like the money still belongs to your loved one so you shouldn’t touch it. If you’ve received an inheritance, here’s the first thing you should do.
Savant
If you’re preparing for retirement, ensuring a comfortable and stress-free future is a top priority. But what about the mindset we bring to the table? The scarcity mindset, when left unchecked, can have detrimental effects on our financial future.
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Health Savings Accounts, or HSAs, can be a powerful strategic weapon for amassing a healthcare nest egg until you sign up for Medicare.
What does having enough mean to you? Let’s examine some possible meanings and how you may want to explore all aspects of having enough. Though it can mean something different to everyone, the question is worth exploring.
Savant
It’s that time of year – time to think about year-end tax savings opportunities. Join our team of tax and estate professionals as they provide you with some year-end individual and business planning strategies to help better prepare you for the upcoming tax season.
