investing

All Donations Are Not Created Equal

Giving money to philanthropic causes is important to many of us. Year end giving in particular is popular with both donors and charitable organizations. The most common way to give money for most people is to simply write a check or put a donation on a credit card.

Seeking financial harmony in your marriage? Make time for the money talk

By Mona Fahmy, CFS, AIF

I’m not a marriage counselor or a psychologist, but boy, have I witnessed a lot of conflict among couples! As a financial planner, I’ve been helping people build stronger financial lives for almost 20 years, and I’m still amazed at the power money has to cause upset and arguments—even between the most loving, committed couples. In fact, if there’s one thing that can threaten the whole idea of marital bliss, I’m certain it is (you guessed it) money.

Tax Planning Basics

For years it was assumed that tax planning was reserved for the wealthy.  While wealthy individuals will see the most benefit from tax planning, with big changes happening this tax year, even middle-income earners can reap the benefits of tax planning.  

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