by Guest | Apr 17, 2023 | Retirement
Ariadne contributed to Fall 2022 Kiplinger’s Money Power article, Retirement: How to manage required minimum distributions while still working _____________ Please note that since this article’s publication, Required Minimum Distributions have been delayed...
by Guest | Apr 7, 2023 | Taxes
Following the disaster declaration issued by the Federal Emergency Management Agency, individuals and households affected by severe winter storms, flooding, landslides and mudslides that reside or have a business in Alpine, Amador, Butte, Calaveras, Del Norte, El...
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...
