by Joanne Tackes | May 24, 2019 | Financial Planning, Joanne Tackes, Taxes
Tax Planning and Donor-Advised Funds (DAF) for Charitable Giving According to the National Philanthropic Trust, the fastest-growing charitable giving vehicle in the United States is the donor-advised fund, accounting for 10.2% of all individual charitable giving in...
by Bianca Roberts | Sep 10, 2018 | Bianca Roberts, Financial Planning
Transitioning from summer to fall is the perfect time to press the reset button by reconsidering your personal and financial goals: what you want for yourself and your family. I think this trumps the sometimes forced creation of New Year’s resolutions. I know I can’t...
by Robert Bartley | Jul 17, 2018 | Financial Planning, Inner Health, Robert Bartley
A busy schedule/life and procrastination does not have to condemn you to a continued life of frustration, anxiety and never achieving that illusive feeling of financial peace of mind. I was listening to a podcast yesterday with an interview with a financial therapist....
by Robert Bartley | Jun 25, 2018 | Financial Planning, Investing, Robert Bartley
A recent Northwestern Medicine and University of Michigan study, chronicled in an article in the Journal of American Medical Association and posted on Medical Xpress, noted that people have a 50 percent higher risk of death if they suffer a significant financial loss....
by Robert Bartley | May 19, 2018 | Financial Planning, Robert Bartley
The Wall Street system rewards bad behavior. As you know, there are some advisors that are crooks, that prey on people to make their high commissions. Those are the advisors that I want to punch in the face! (not literally but you get my point). Thankfully, this does...
by Robert Bartley | Feb 4, 2016 | Financial Literacy, Financial Planning
“Live within your means and save.” Boom! He drops the mike and walks off the stage! Ok, that encompasses the 2 Top Financial Habits …below I expand the list to 5. Master these The Top 5 Financial Habits that Guarantee Your Success and you master your financial...
