Money Harmony
Improving your relationships often starts with understanding that you and the people you love may literally “speak different languages” when it comes to money –
February 12, 2026
Category: Money Matters
Which Charities Should You Support?
Generosity is a spirit we should embrace year-round, and during the holidays our mailboxes fill with solicitations from many charities. Many people want to respond
December 16, 2025
Defuse the IRA Tax Bomb
The SECURE Act of 2019 made dramatic changes to how inherited IRAs are handled. Previously, many non-spouse beneficiaries could “stretch” their distributions over a lifetime,
October 29, 2025
How to Give More – and Owe Less
A Qualified Charitable Distribution (QCD) can be a powerful way to combine charitable giving with smart tax planning. If you’re already taking Required Minimum Distributions
October 15, 2025
Back-to-School, Back to College Savings
School season is back, and so are those college bills. Tuition, housing, and meal plans can all hit your family’s cash flow and put a
August 12, 2025
One Big Beautiful Bill and How it Impacts You
The recently enacted One Big Beautiful Bill (OBBB) is designed to benefit a broad spectrum of Americans – not just tax cuts for the rich.
July 29, 2025
Timing Your Retirement Withdrawals
When is the ideal time to tap into your retirement savings? Planning when to withdraw from your retirement accounts is a critical decision that
May 27, 2025
Compound Interest: Friend or Foe?
Compound interest is an incredible financial phenomenon – Albert Einstein even called it the “Eighth Wonder of the World.” It can accelerate building wealth or
May 16, 2025
Is an HSA Part of Your Financial Plan?
Rising medical expenses are a growing concern for individuals and families, both during their working years and in retirement. Planning ahead for these costs is
April 22, 2025
The Game of Tariffs
The threat of tariffs has grabbed the media’s attention. There have been overblown concerns about inflation, and that we may be headed for a recession.
April 3, 2025