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Without Counsel Plans Go Wrong, but With Many Advisers They Succeed.

Proverbs 15:22 (RSV)


Better Together: How Tax Prep and Financial Planning Mix Thumbnail

Better Together: How Tax Prep and Financial Planning Mix

Taxes can be confusing and stressful for many people, and we want to do what we can to alleviate that stress. We are passionate about the role that strong financial planning and accurate tax preparation play in your financial landscape and would love to see what these services can do for your finances.

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The Side Of Money That We Miss The Most Thumbnail

The Side Of Money That We Miss The Most

Having transparency in your financial life when it comes to your emotions can help you better plan and execute a financial strategy that is centered around your values and priorities. Money will never stop being emotional and it is important to embrace those emotions, understand where they are coming from, and use them to make an impact on your life and the lives of those around you.

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How To Use Donor-Advised Funds To Give More This Year Thumbnail

How To Use Donor-Advised Funds To Give More This Year

Charitable giving is an integral piece of life—something that we all should strive for 365 days a year. One thing that can help promote that spirit of giving is creating a plan for your charitable contributions throughout the year, and while there are many ways to do that, one that is becoming increasingly popular is the use of a donor-advised fund.

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New Tax Deduction Strategy Thumbnail

New Tax Deduction Strategy

While we had prepared for the changes to rules regarding charitable donations and medical deductions, many of my clients were still surprised at how different their tax return was, and have asked what to do going forward. Something that my clients, as well as many others, will likely benefit from is...

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Tax Refund vs Tax Liability Thumbnail

Tax Refund vs Tax Liability

Since the IRS published its first report of the current tax season, I have seen a lot of "talk" about how tax refunds are lower than average. I have also seen multiple posts on how taxes are down. How can these things both be true?

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What Matters Thumbnail

What Matters

Earlier this week I read a reflection by Karen Culbertson on the eulogy of his father's life given by President George W. Bush. I was struck by the eulogy myself, but she expresses her thoughts far more clearly than I could mine. She says:

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What Is the Common Denominator? Thumbnail

What Is the Common Denominator?

I understand that markets like we are seeing right now can be nervewracking for investors. You know the value of the money you have, and it can be hard to watch it go down. The first thing to remember is that we have to focus on what we can control. You and I don't have any influence over the market. We do have influence over how much money we invest, what we invest in, and when we do it.

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