How long should you keep financial records?
If you’re like most people, you have a mess of papers piled on your desk at home, waiting to...
Retired? Watch out for those taxes!
Ben Franklin was right. You can’t escape taxes. In his letter to French scientist...
What the new tax law means for you
It’s February, and while some of you have love on the brain, we financial...
Tax breaks made permanent
What the PATH Act does At the end of 2015, many popular tax breaks were made permanent...
A better way to give
Donor advised fund basics All said, our clients tend to be a generous bunch. It is no...
Gifting limits revisited
Even though it’s still early in the year, it’s never too early to start...
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Insights
6 lessons my aunt’s passing taught me
by Mike Joslin My mom’s older sister passed away, alone, in Colorado in April. She had...
Our life in this pandemic
This blog may be a little more personal than our normal posts. But “normal” has...
Protecting your health when traveling overseas
One day we will be free to travel again. To lay our beach towels on top of warm sand. ...
How a new law changes retirement planning
The new retirement law that passed Congress in December is good for some people, but not for...
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