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Buying Vs. Leasing A Car

Buying vs. Leasing a Car

Before you roll the windows down, put your foot on the gas and drive off into the sunset, you need to decide: buy or lease? It’s not a fun decision like horsepower or paint color, but it is an important…

Q2 2021: A Campfire Economy: Shifting Toward The Heat

Q2 2021: A Campfire Economy: Shifting Toward the Heat

Cooking over a campfire is challenging. If you’ve ever done it, you know what I mean. The fire can be difficult to start, the flame heat varies, the cooking surface is often uneven and the whole cooking experience  can get…

Finding (& Funding) Your Retirement Home

Finding (& Funding) Your Retirement Home

Retirement is a time of transition. Those approaching retirement often look forward to the freedom that will be plentiful once they stop working. That flexibility not only allows them to dictate how they spend their time, but where they spend it…

Could I Reduce My Tax Bill To $0 Through Charitable Gifting?

Could I Reduce My Tax Bill to $0 through Charitable Gifting?

In light of COVID’s devastating impact on many not-for-profit groups and organizations, the IRS included a provision in the 2020 CARES Act (and more recently extended through 2021) that taxpayers can deduct 100% of cash contributions to qualifying charitable organizations.…

Life Insurance Settlements

Life Insurance Settlements

Life insurance has traditionally been purchased for any one of a handful of reasons; to protect loved ones should we die prematurely, meet business obligations, or to fulfill estate planning goals. When these purposes are no longer relevant or premiums…

Impact Giving: The Power Of Collective Giving

Impact Giving: The Power of Collective Giving

As I reflect on the pandemic and the effect it has had on our communities, I can’t help but think about the incredible need our nonprofits have faced this past year and the importance of giving back.  Giving back can…

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