The average U.S. income tax rate stands at just over 13%—and if you’re like many taxpayers, you’re always looking for new tips and tricks to help reduce this percentage.1 There are a number of different tax planning moves you can make before December 31 to reduce your owed taxes. But how can you know which […]
As you grow your wealth, you may find the desire to give back to others and support causes and organizations you believe in through philanthropic giving. Philanthropy often casts a broader net of giving over charity as it helps society or organizations flourish over time. While the goal of philanthropic giving is on the impact […]
If you hope to retire soon and are concerned about what the future may hold for your investments, you are not alone. Inflation has many retirees and soon-to-be retirees worried about outliving their savings and investments.1 What might you do to survive and even thrive during volatile markets? A financial plan may help you feel […]
From fluctuating gas prices to market volatility to inflation fears, it may be tough to tune out the noise when trying to gauge how your investments perform. And if you are like most investors, you try to resist the temptation to do something—anything—to help stem your losses when the market is gyrating. During these times, […]
This month we thought a seasonal coffee drink would be appropriate for October, so we immediately zeroed in on finding the best Pumpkin Spice Latte in area. The Pumpkin Spice Latte was first perfected by Starbucks in 2003 and became an instant hit – and now it seems like pumpkin spice products are everywhere this […]
First, we want to acknowledge the tremendous damage and displacement caused by Hurricane Ian. Our thoughts are with those impacted by this devastating storm. This has clearly been a challenging year for households. Stocks and bonds are both down significantly. Elevated food and gas prices continue to stretch budgets, and higher interest rates have increased […]