Generosity Planning with Tim MacDonald
For many, the end of the year presents a final opportunity for generosity. Whether you’re moved by the Christmas spirit or are looking to maximize your annual tax deductions, the holiday months are a prime opportunity to contribute to a meaningful cause. But what if giving wasn’t an end-of-year afterthought, but something you planned for…
Read MoreWhere Am I Going? Financial Literacy Tips for Young Adults
Have you ever tried to use a GPS without entering an address? Try typing “I don’t know where I want to go” in the Google Maps search bar. You will most likely get results saying something like, “No results found on Google Maps.” Apparently, a GPS requires a destination before it will give you directions.…
Read MoreA Tax-Efficient Way to Pay for Education
With the cost of education on the rise and student debt looming large in the public conversation, it’s only natural that families would be looking for ways to save a bit of money while securing an academic future for the next generation. One well-known but underutilized option, the 529 college savings plan, has recently become…
Read MoreGuaranteed Income for Life!
“You don’t retire based on your assets. You retire based on your income.” If you recognize this phrase, you have likely had a conversation about purchasing an annuity. The logic is sound. You are retiring; therefore, you are losing your earned income. You are losing your earned income; therefore, you need to create your own…
Read MoreCaring for Aging Family Members
Do you have a plan in place for aging? In this video, the first of a three-part series, Brian Cochran joins care manager Susan Stuart to discuss the importance of getting your affairs in order, how to choose a care team, and how to minimize uncertainty around life’s greatest inevitability.
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