Election Year Upset: The Trump Effect on Markets

I find that once again, rather than writing on the idea of financial plenty, thankfulness for that abundance and charitable giving, events in Washington, D.C. dictate that I discuss other topics. Last year, it was the impact of a Congressional budget deal on Social Security claiming strategies. This year, it is of course, the election […]

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Seven Savvy Charitable Giving Strategies

As we approach the end of the year, our thoughts turn not only to thankfulness for the blessings in our lives, but also to giving back. One of the great pleasures of achieving your financial goals may include charitable giving, and this post discusses several financially smart ways to give. The following are only general descriptions […]

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