Recently a long-time client sold a vacation home and placed the proceeds in her brokerage account. While on a Zoom call along with her son and daughter, she asked me if her account was FDIC insured. I wish this was a simple yes or no answer, but it’s not. Now, the...
We are always happy to provide a second opinion to friends and family of existing clients. On a recent Second Opinion discussion, we were asked if college expenses are deductible. College expenses are no longer tax deductible but some are eligible for a couple of tax...
Last month we completed a Second Opinion consultation for Gloria. Gloria had accumulated extra money in her checking account and had extra money available each month to put toward additional savings. She asked if she should pay down her mortgage with those funds or...
If charity is part of your legacy plan, the best time to start giving back could be right now. Spending on other people is one of the most rewarding ways we can use our money. And seeing your generosity in action might give you some ideas on how to improve your legacy...
