Giving — to yourself

Giving — to yourself

Well, here we are into December, the final month of 2019 — and the final month of this DECADE. A lot sure has changed, for you, for me, and for the world. But before we wax too retrospective, let’s sit where we are for a bit. The December holidays are upon...
Year-End Giving Tax Scams

Year-End Giving Tax Scams

Is the holiday season indeed “the most wonderful time of the year”? One could make a strong argument. However, for every gift we receive there are 10 or so emails asking us to give to a cause. Whether online or via snail mail, charitable organizations...
Managing your plastic.

Managing your plastic.

Do you remember that old Visa commercial? It had quite a run during sporting events about a decade ago … everything in the restaurant/market is running smoothly — chefs are shipping up meals, customers are moving in an orderly fashion, credit card...
Climbing a mountain

Climbing a mountain

The World Series is here, football seasons are in full swing, school is deep in session and the weather is shifting for sure. Fall has a way of running along faster than we realize. It’s kind of like our financial picture: things can change REAL fast and before...
Covering your bases

Covering your bases

Autumn is here, and in some parts of the country, apparently that already means snow… Weather is a close second to “life” in terms of unpredictability. So I think that means two things: You should always carry an umbrella.Your life insurance policy...