Assembling Your Financial Team
Most people wouldn’t dare attempt fixing plumbing problems without the help of a plumber. It is simply too important to not do correctly. The same is true when it comes to categorizing your expenses, preparing your will or filing your taxes. The good news is that...
Donor-Advised Funds: A Viable Alternative to Family Foundations
A particularly useful philanthropic instrument is the Donor-Advised Fund (DAF). A DAF is a philanthropic vehicle that allows donors to make charitable contributions and receive immediate tax benefits – as opposed going through all the aggravation and expense of...
Where There’s A Will, There’s A Yay!
Making a will is one of the smartest “rainy day” projects that any parent could undertake. Though it might not seem exciting to you, the stakes are high and your family’s future – as well as your legacy – hang in the balance. If you don’t have a will, you...Learning Lessons About Money From Other People’s Experiences
If old adages are meant to offer guidance about the world, none ring truer than “Hindsight is 20/20.” Unfortunately, unless we have a time machine, we are caught in a Catch-22 when we try to apply it. So why not listen to other people’s hindsight instead? That was my...Say Hello To Your New Best Friend: Accounting Software
People use their business experience to inform their decisions in all areas of their lives, but none more so than running a household. And like any good business with a good bookkeeper, families benefit enormously from using accounting software, which makes it easy...
Celebrating 27 years in business helping people stay financially organized
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