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… Read More »Election Year Upset: The Trump Effect on Markets
July is traditionally the time for vacations, and I did take a short one. But some other time away put way more perspective on markets, portfolios and financial plans. Early in July, I accompanied my daughter as a co-team leader on a church youth group mission trip. Our… Read More »Summer “Vacation”: Off Hours Activities that Provide More Perspective
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… Read More »Seven Savvy Charitable Giving Strategies