Newsletter
April is Financial Literacy Month: 5 Steps to Improve Your Personal Finances
April has been recognized as Financial Literacy Month every year since 2004. The goal is to raise awareness among Americans about the importance of managing
Your Home and Your Finances: Planning for the Financial Impact of Home Renovations
With spring on the way, you might be thinking about making some updates to your home. Home renovations became especially popular during the pandemic when
Everything You Need to Know About Filing Your 2021 Tax Return
There are lots of reasons to look forward to springtime: warmer weather, no more snow, March Madness and opening day for baseball are a few.
5 Financial Goals for the New Year
It’s that time of year again: Time to set goals for the new year. In addition to setting goals related to your personal habits and
Act Quickly to Take Advantage of Expiring Charitable Giving Tax Breaks
The December 31 deadline is fast approaching for making tax-deductible charitable contributions for tax year 2021. This date is also the deadline for two tax
Consider These Four Year-End Charitable Giving Strategies
For many people, the end of the year is a good time to make donations to their favorite charitable causes. Not only does this help
October 2021: 5 Ways to Maximize Your Tax Refund Next Spring
You might think it’s too early to think about tax refunds, which are usually issued in the spring after you’ve filed your federal and state
September 2021: Could Proposed Estate Tax Changes Affect Your Estate Plan?
Since the 2021 federal gift and estate tax exemption was raised to $11.7 million per person by the Tax Cuts and Jobs Act in 2017,
August 2021: Avoid These 5 Common Retiree Real Estate Mistakes
Making savvy financial moves can be the difference between a comfortable retirement and a retirement full of worry about how the bills will be paid.
July 2021: Looking for Low-Risk Investments? Here Are Six to Consider
Risk vs. reward is a central tenant of investing. The more risk you’re willing to assume with your investments, the higher the potential return. Conversely,
June 2021: How to Prepare Young Adults for Financial Independence
Graduation ceremonies are back after the cancellation of most ceremonies last spring due to the pandemic. In recent weeks millions of seniors have walked across
May 2021: Estate Planning — How to Make Conditional Gifts
When formulating an estate plan, it’s not unusual for individuals or couples to want to place conditions on heirs receiving inherited assets. For example, maybe
April 2021: The Importance of Teaching Children Financial Literacy
The majority of kids in the United States today spend 12 years in elementary, middle and high school, and many spend another four or more
March 2021: Financial Spring Cleaning — 5 Personal Finance Strategies to Implement Now
There are few things more exciting than the arrival of spring, especially after a long and grueling winter. Warmer temperatures prompt many people to get
February 2021: Now is the Time to Get Ready for Tax Filing Season
Don’t look now, but tax filing season is right around the corner. Tax Day — or the deadline for filing your 2020 federal and (if
January 2021: Near Year Goal Setting — 5 Financial Goals for 2021
This is the time when many people set goals for the upcoming year. Whether it’s to eat healthier, exercise more, lose weight or something else,
This Way: Summer 2020
On the Economic Frontier — U.S. Economy Begins to Show Signs of Life