Have a Purpose The most effective charitable giving is thoughtful and intentional. It may be helpful for you and your spouse to ask yourselves some questions that will narrow your focus, such as: Do we want to give to a national or local cause? Are there pressing issues in our community that we feel we … Continue reading “Financial Focus | Winter 2019”

Estate Planning—Just DO IT! Pamela Khinda, CFP®, MBA Washington, DC Estate planning can be complex and daunting for a lot of people, and many simply deal with it by putting it off. You don’t have to be wealthy to need a will or a trust. If you die without a will, you die intestate and … Continue reading “Financial Focus | Fall 2018”

Launching the Finances of Your Graduate Shared by Dave Garder, CFP®, EA – Boulder, CO With final exams in May and June for colleges, universities and high schools, thousands have marched for their graduation ceremonies. Whatever the age of your graduate, you should introduce them to the power of the Roth IRA. More than anything, … Continue reading “Financial Focus | Summer 2018”

Tax Reform: Will Your Taxes Go Up or Down? Angela Dorsey, CFP®, MBA Torrance, CA The Tax Cut and Jobs Act (TCJA), which was passed by Congress at the end of 2017, has certainly been a popular topic of discussion lately. Everyone wants to know if they will see a reduction in taxes, or if … Continue reading “Financial Focus | Spring 2018”

Ready for Your Optimal Life? First, Ask the Right Questions. Frank J. Corrado, CFP®, CA | Holmdel, NJ Remember the first time an adult you respected told you, “If you’re having a difficult time deciding what is the right thing to do — just listen to your gut. Deep down, if it’s right, you’ll feel … Continue reading “Financial Focus | Winter 2018”