If you struggle to find a gift for the person who has everything—or want to do your holiday shopping without having to leave the house—consider giving stock as a gift. Doing so is easier than you think, and it may offer a few benefits for you as well. Here is some information on giving stock […]
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If you ask someone their favorite part of the holiday season, giving or receiving gifts will likely be their response nine times out of ten. Gift-giving is a huge part of the holidays—it’s why there are entire days dedicated to shopping leading up to the season. However, it’s no secret that the “stuff” we buy […]
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Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance. Whether it’s about the markets and global economy or what’s happening in our local communities, the news we’re hearing on a daily basis has the […]
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Things to Consider Going into “The New Year” (Year-End Planning Checklist) The end of the year is necessary to reflect on your financial picture, review the last 12 months, and plan for the future. With all that is involved, it can seem overwhelming. Consider breaking up the responsibilities over twelve days, focusing on one each […]
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While Black Friday and Cyber Monday center on consumer deals, Giving Tuesday—the Tuesday after Thanksgiving—has a different focus. Each year, individuals and corporations are encouraged to use the day to support charities and social causes, along with encouraging others to be generous by offering to match donations. This type of impact investing provides the best […]
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Black Friday is sometimes the largest shopping holiday of the entire year. Millions of people typically shop in stores or online on Black Friday to score the top deals on must-have holiday gifts. While it may be easy to become overwhelmed by Black Friday deals, it is always helpful to practice good budgeting to keep […]
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The average U.S. income tax rate stands at just over 13%—and if you’re like many taxpayers, you’re always looking for new tips and tricks to help reduce this percentage.1 There are a number of different tax planning moves you can make before December 31 to reduce your owed taxes. But how can you know which […]
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This last month I was able to accomplish a climb on a mountain in Tanzania Africa. It was what some would call an obsession, a disturbing preoccupation with Kilimanjaro that has been put off over the last few years: first by a world-wide lockdown with Covid, then having to push it out another year after […]
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The vast majority of Americans need long-term care. According to the U.S. Department of Health and Human Services, 70% of people over age 65 may need some long-term care during their lives.1 Unfortunately, planning for long-term care may be confusing. To safeguard your finances, try to avoid these expensive mistakes. 1. Don’t Assume You Don’t […]
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October is now behind us and it has delivered on its track record as a historically favorable month for stocks, offering some respite for investors as major equity indices rose for the month. The downside pressure on equities had gotten a bit overdone after investor pessimism during September reached lows not witnessed in quite a […]
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