Americans have long been among the most financially generous people in the world, a virtue that has been very evident to me in the nearly three decades I’ve been working with clients as a financial advisor. Many of my clients have created big-hearted bequests in their wills in the hopes of using t...
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As a fan of dry humor, The Onion–a satirical news outlet—has always been something I turn to when I need a laugh. They offer biting parody that generally cuts to the heart of topical news stories, but years ago they had a piece about financial planning. My heart sank when I saw the headline beca...
Tax planning is a fundamental part of financial planning. Yet, there’s a misguided notion amongst some members of the financial industry and individuals that the goal of tax planning should solely be about MINIMIZING your tax bill. While this may have some short-term benefits, in actuality, the go...
It’s hard to believe that the year is already beginning to wind down. This is a busy time filled with family and friends, holidays, travel, parties, and other joyful activities. This is also an opportune time to do some tax planning before the new year. Here are some strategies to consider – t...
Aside from your spouse and maybe your doctor, your relationship with your financial advisor will likely be one of the most important and intimate of your life. Or, at least, that’s what it should be. As a CPA and a financial advisor for nearly four decades, I’ve helped dozens of clients cra...
Before you know it, you’re going to be inundated with talk about the end of the year and New Year’s resolutions. Creating new habits is difficult and requires a good deal of repetition to get them to stick. So, picking an arbitrary date like January 1 to start something might not be the best way...
When I was much younger than I am now, I married my husband Craig and moved with him from our home state of Vermont to Scottsdale, Arizona That sounds like a very typical, almost ordinary experience in one’s lifetime. But in fact, it turned out to be one of the most remarkable and far-reaching e...
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