Financial Planning Archive

14 Sep 2017

The Equifax Data Breach: What You Should Do

As you may have read in the news, cyber criminals have stolen 143 million credit records in a recent hacking incident at credit bureau Equifax.
8 Jun 2017

Shh! Don’t Call it a “Charitable” Strategy

Advanced charitable strategies like charitable remainder trusts (CRTs) are one of the few remaining ways that individuals can lower their taxes significantly if the circumstances fit.  So why aren’t CRTs and other similar strategies more widely used?
23 Feb 2017

How to Break Up With Your Financial Advisor, Nicely

A new client of ours recently posed a question to me that I wasn’t expecting: “How do I let my old financial advisor go?”  Turns out, she is not alone.
6 Jan 2017

6 Ways to Start the Year Off Right, Financially

Now that the partying is over, and reality has set in, it’s time to get down to business.
29 May 2014

My Child Just Graduated College – Now What Do I Do With This 529 Plan?

College graduation season is just about over, and graduates now face a host of decisions: do I get a job?  Do I go for a graduate degree?  Can I move back home with mom and dad?