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...

“Paul, I thought you said that I didn’t have to pay taxes on my IRA transfer…why did I get a 1099R?” We got his question a couple of weeks ago from a concerned client a few weeks ago like we do, on average, about twice per year. We get it. A client is told that their...

A couple of weeks ago some small moths showed up in our garage. We (and when I say “we”, I mean “my wife”) figured out they were coming from some bird seed that we kept in the garage. We removed the seed container, but it was too late – moths would congregate around...