We're taking on new clients and we want no one to have any misconceptions about how we go through that courting process. What does that first meeting look like? How do we get to know somebody? And more importantly, how do you get to know us? What are we trying to achieve in that first… Continue reading What Does The Initial Meeting With Us Look Like?
We see self-diagnosing from time to time with clients, families, and friends of ours. There is a do-it-yourself mentality out there on many different things in life. Is that okay when it comes to your financial life? When would it be okay? And maybe when isn't it okay? First, let’s admit that running your own… Continue reading Financial Planning: The Problems With Doing It Yourself
Updates for Donors: CARES ACT The Coronavirus Aid, Relief, and Economic Security (CARES) Act creates two new tax benefits for donors to non-profits. One will mostly benefit low- and middle-income households. The other mostly will benefit a relative handful of high-income givers and may accelerate their donations to non-profits. Here’s what you need to know:… Continue reading Charitable Donation Notes for 2020
I finally admitted to myself that I’m feeling a bit depressed by all this coronavirus talk and quarantining. Like so many, I feel the stress, I miss having the outlets I’m used to, I’m tired of seeing people through Zoom and masks. And the fact that there isn’t exactly an end date to this “new… Continue reading Word of the Week: Resilient
The title of my last article about the start of my journey towards becoming a CERTIFIED FINANCIAL PLANNER™ was “How Hard Can It Be?” [original article]. Well here I am 16 months later and have the definitive answer for you which is.... VERY. There’s a reason the CFP® designation is widely considered the highest credential… Continue reading My CFP® Journey by Adam Werner