The March personal financial planning newsletter is now available. It includes an update on the investment market, tips on cutting discretionary spending to build your cash reserve, planned charitable giving, and social security survivors benefit. There's also a special guest column from attorney … [Read more...]
Charitable Giving as Part of Your Estate Plan
As the holidays approach, it’s a good time to consider charitable giving as a potential part of your estate plan. Giving provides a sense of personal satisfaction, and it can be beneficial from a financial planning perspective. If you’re one of the 2% of Americans currently subject to the … [Read more...]
May 2009 Newsletter
The May 2009 newsletter is now available. It has information on the tax benefits of charitable giving, investing in a low-interest-rate environment, the extension of the federal money market guarantee, and divorce financial planning. Click here to read the May 2009 newsletter. … [Read more...]