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...
Building Personal Wealth Seminar

Building Personal Wealth Seminar

Building Personal Wealth Through Investment Properties Above All Accounting’s owner, Lisa Heckman, will be one of the panel experts on how to build wealth through investment properties. WHERE AND WHEN: Pacific Residential Mortgage, 4949 Meadows Rd., Ste 350,...