by Guest | Mar 31, 2023 | Financial Life Plan
There has been a lot of talk about banks after, first, the Silicon Valley Bank situation and the subsequent discovery of some other banks with issues. However, have you thought about the fossil fuel footprint of the bank you choose to patronize? This article shows...
by Guest | Mar 27, 2023 | Investing long-term
Consider everything investors have been through in recent years: a global pandemic, rapid inflation, war in Europe, and volatile stock and bond markets. It’s reasonable to feel uneasy in the face of so much uncertainty. Now imagine it’s the end of 2019 and you know...
by Guest | Mar 17, 2023 | Giving
With so many people in need, financially supporting non-profits is more important than ever. In this video, Jeffrey Levine shares three reasons why donor advised funds are a great way to support your favorite charities while still receiving a tax break. Watch the...
by Guest | Mar 10, 2023 | Taxes
In a major win for folks with international accounts that may have forgotten to report them, on February 28, 2023, the Supreme Court held that the Bank Secrecy Act’s $10,000 maximum penalty for the non-willful failure to file a compliant report should be...
by Guest | Mar 3, 2023 | Financial Life Plan, Goals, Money Mindset
“Which questions guide our lives? Which questions do we make our own? Which questions deserve our undivided and full personal commitment. Finding the right questions is crucial to finding the right answers.” -Henri Nouwen Jacqueline Kelm, author of Appreciative...
