Search results for "saving"

If it seems as though college is getting more expensive every day, that’s because it is. College tuition costs have been going up for the last 100 years, and though it seems as though they couldn’t possibly find a way to go higher, it keeps on happening. Does going to...

read more

As the days get longer and temperatures climb, now is the perfect time to step outside and explore all nature has to offer. Outdoor activities can help you rid your cabin fever and improve your mental and physical health while offering adventure just around the...

read more

It’s officially spring now, so the calendar says. That means it’s time to get out your cleaners and yard tools, and start cleaning up around your home. It’s also the perfect time to freshen up something that’s even more valuable than your home- you....

read more

The last month of the calendar year can be a helpful time to review your personal finances for a couple key reasons: 1) There may be steps you can still take to reduce your taxable income for the year and get a better tax result, and 2) By reviewing your income,...

read more

New Year’s resolutions often don’t stay in our minds long, and then reappear as the year ends to be supplanted by new ones. Do New Year’s resolutions work for you? If not, then you are in the majority. Goals are usually fulfilled or dropped as new problems arise that...

read more

Investors planning substantial gifts to children or grandchildren may be considering whether or not to give stocks or sell the stocks and give the cash to alleviate the management concerns for the recipients. This article explores some of the unique benefits that may come with gifting the stocks directly, and introduces the strategy of using the annual gift tax exclusion as an estate planning method.

read more

Like most things this year, your holiday shopping might look different this time around. With more shoppers than ever opting to avoid crowds and buy from the comfort of home, retail analysts predict a large surge in online sales. It’s a good idea to prepare for a few...

read more

As year-end comes about, there are time-sensitive decisions to make and tax incentives to capitalize on. With a year that has had as much volatility as 2020, nimbleness may be the order of the day. Such volatility makes portfolio management and portfolio tax planning...

read more