MoneyDo: Stop and consider how you’ll spend your free time in retirement. Sometimes planning can leave you lost in details. We believe, in its simplest form, retirement planning requires you to consider two chief components: The first is saving for retirement,...
MoneyDo: Set Financial Goals For 2020. Now that the holidays have passed, including the expenses of the holidays, it’s a great time to look at setting some financial goals for 2020. You may have set some fitness goals or health goals, but setting financial...
MoneyDo: Get Organized For Income Taxes You’re probably already receiving tax documents from your employers, investments, and contractors, so you know what time it is – time to get yourself organized and prepared to file your 2019 tax return. One easy way to...
MoneyDo: Evaluate capital gains or losses for the year. This week’s MoneyDo takes a look at another key component of wealth management – evaluating gains and losses. Don’t let the crush of have-to’s and shopping lists crowd out this critical “MoneyDo.”There are two...
MoneyDo: Prepare To Pay Your Property Taxes ‘Tis the season for property tax bills!It’s that time of year when most property owners will be getting their real estate tax bills in the mail. Last week, we talked about charitable giving, and while some people might not...
MoneyDo: Preplan for charitable contributions in 2017. Tis the season for good tides, merriment and for some of us…………..donations to our favorite charities. How do we maximize the tax benefits of these donations?The prevailing wind from Washington continues to...
