by Daniel Brown | Feb 7, 2019 | Financial Planning
Congratulations! You’re getting married, and undoubtedly you are focusing heavily on all the planning and details for your wedding. Marriage is a big step in anyone’s life, and it comes with a whole slew of new responsibilities and decisions that you and your partner...
by Daniel Brown | Jan 3, 2019 | Financial Planning
For a great many Americans, living paycheck to paycheck is, and has been, a way of life for longer than anyone wants to remember. If you find yourself frequently having to borrow money from friends and family, take out cash advances, or use credit cards to cover basic...
by Daniel Brown | Dec 6, 2018 | Financial Planning
Everyone likes the feeling of making money. Almost no one likes the feeling of having to pay taxes on that money. As the year comes to a close, and with some significant changes to the tax laws on the horizon for 2019, it’s a good time to quickly review the...
by Daniel Brown | Nov 15, 2018 | Financial Planning
With the holiday season in full swing, and Black Friday just around the corner, this is also the time of year when many people make an effort to give to charity. Now more than ever, those who want to make charitable donations are giving to organizations that align...
by Daniel Brown | Nov 1, 2018 | Financial Planning
Dealing with financial matters in the wake of a loved one’s death can be tremendous challenge. But, if you’re the beneficiary and are inheriting an IRA retirement account, there are several important rules in place you’ll need to pay close attention to in order to...
by Daniel Brown | Oct 16, 2018 | Financial Planning
One of the best kept secrets of the financial planning industry has almost nothing to do with stocks, bonds, or retirement accounts. It’s called a Health Savings Account (HSA), and using one can save you thousands of dollars a year in medical costs, and reduce your...
