Giving Tuesday is NOVEMBER 27th this year. Each year at this time, I post 10 practical financial planning considerations for your charitable endeavors updated from years’ past. New tax law means it’s time to revisit your plan. It is estimated that 57% fewer Americans will be itemizing this year and going forward (Source: Brookings Institution)….
Open enrollment is a once-a-year window where employees with benefits get the opportunity to sign up for the benefits for the following year. We’re in the heart of open enrollment season now. Unfortunately, open enrollment is coupled with harried workers who lack the time and knowledge to ensure effective decisions. If open enrollment leaves you…
It’s Labor Day weekend, Sunday to be specific. I’m sitting on our pontoon boat. My son and his friend are hopping into the lake while intermittently requesting music. My daughter swims circles around my husband who is floating in the bay. Life is good. I’m writing in this moment by choice. Relaxed, happy, and seeking…