Money smart families

The Challenge of Successfully Investing in a Pandemic

Over the recent week, the stock market has dropped swiftly…


How Charitable Stacking Can Benefit You

All too often we find people with charitable hearts losing…


Maximize Your Giving and Minimize Taxes

Maximize Your Giving and Minimize Taxes

Those who are generous often choose to give by opening…


How to Create a Family Legacy

How to Create a Family Legacy

Creating your family legacy is so much more than money. A…


Can You Actually Time The Stock Market?

Can You Actually Time The Stock Market?

Not only is getting the timing right incredibly difficult,…


The Dog Years of International Stocks

The Dog Years of International Stocks

Throughout 2019 the US stock market has outperformed the…


Do Your Giving While You’re Living

Do Your Giving While You’re Living

Legacy is commonly handled by simply listing beneficiaries…


Preparing for Aging

Preparing for Aging

People tend to avoid conversations around aging because it…


The Power of a Paradigm Shift

Tune out the Noise

When faced with short-term noise, it is easy to lose sight…


We can’t predict future market direction, we focus our energy on year-end tax planning. Here are some Year-End Planning Strategies for 2018

2018 Year-End Planning Strategies

We can’t predict future market direction, we focus our…