Blog
Blog
Giving While Living
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...
Your Questions Answered: Why Did I Receive A 1099R?
“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...
Your Questions Answered: What’s the Bug Spray Situation?
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...
Advice For Life
Home Improvements Trending Higher
Due to COVID-19, Americans are spending more time at home than ever before, leading to a record amount of spending on home improvement.
Wealth Management with Memory Disorders
Besides impacting lives and relationships, dementia can also impact family finances. It may call for another family member to assume money management responsibilities for a parent, grandparent, or sibling.
Thoughtful Giving
Incorporating charitable giving into your financial plan is a great way to make sure that your generosity is aligned with the things that are most important to you.
SMI Transition Planning
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
Every month, Paul shares his thoughts, stories, and wisdom.