Painting Your Financial Planning Portrait with Your Tax Return

Whether you file your own tax returns or hire a tax preparer, it is a great sense of relief when your returns are filed, and you can check that off your list. But in financial planning, we say not so fast! We like to think of our clients’ income tax return as a vital part of your financial planning portrait.

2021-05-03T18:17:27+00:00Good to Know|

How I Organize My Money

Some of you may be wondering what financial guidance to provide your children who are graduating college or starting their working careers. I use the information below for personal reference and I thought you might find it useful. I pay attention to my budget and organize my money by waterfalling it into different “buckets”

2021-04-21T18:53:27+00:00Good to Know|

The Vacation Home Primer: Pros and Cons

The pandemic over the past year has been a challenge for everyone, and it may have you bursting at the seams for a vacation! Unsure about the pros and cons of making the leap for greener pastures? Here are some important considerations before purchasing your dream vacation home:

2021-04-08T20:51:56+00:00Good to Know|

Introduction to ESG Investing

Environmental, social, and governance (ESG) investing has seen significant attention and growth. In this article, we will provide an overview of ESG and delve into the investing considerations.

2021-03-17T18:57:05+00:00Good to Know|

What’s Fly Fishing Got to Do with Investing?

When you’re on the water, it's tranquil. It’s hard to think of anything other than the small “fly” on the end of your line that rides softly along the current. In my fishing-induced meditative state, sometimes my thoughts turn to what makes some investors more successful than others

2021-03-17T18:53:51+00:00Good to Know|
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