Due to COVID-19, Americans are spending more time at home than ever before, leading to a record amount of spending on home improvement.
Advice For Life
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.
Navigating Unexpected Twists
Life is never the same after you experience these kinds of unexpected transitions. Your lifestyle might change.
A Checklist for When a Spouse or Parent Passes
When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on.
What to Keep
Fewer taxpayers are itemizing in the wake of federal tax reforms. You may be one of them, and you may be wondering …
DIY Process
We believe that most everyone would be better off if they applied the power of process to their financial lives…
Cross-Stitch Prophet
When I was growing up in Washington, Georgia, in the heart of the eastern Georgia Piedmont, there was a cross – stitch…
Cool Grandma
Cool Grandma is almost 80 years old. Cool Grandma has $59,000 in an IRA at MegaBank Corp. and it is pretty much her entire nest egg…
The Race Car Optimization Fallacy
In my business, I am constantly approached by investment companies that want me to …