Blogs
The Role of Life Insurance in Financial Planning
Insurance, often overlooked, plays a pivotal role in comprehensive financial planning, acting as a safety net that helps protect your financial well-being against unforeseen events. At its core, insurance is a tool for risk management. Various types of insurance...
Charitable Giving in December: Tax Benefits and Impactful Causes
As the year comes to a close, many of us turn our attention to charitable giving. Not only does giving to those in need during the holiday season feel good, but it can also provide a tax benefit come tax season. In the realm of philanthropy and financial planning,...
The Best Holiday Gifts to Give Your Finances
The holiday season is a time for giving, and while many people focus on gifts for loved ones and friends, it's also important to think about giving a little something to your finances. Why not invest in your financial future by crafting a plan to potentially allow you...
10 Ways To Teach Your Children About Money
Teaching children about money is an important life skill that can help them make sound financial decisions when they grow up. Besides the basics that children learn in an elementary classroom, it is vital for parents to continue this education on how to utilize and...
A Grateful Thanksgiving
Written by: Gary Gainspoletti, CPA, CFP® For the most part, Thanksgiving should be one of the most important events on our calendar but for many it’s just another day off of work. Just for a few moments this year take some time to reflect on the many things in your...
Women and Wealth: Empowering Financial Planning Strategies
In order to reach financial success, financial planning is a necessary step. It's a method that lets us evaluate how things are right now, set objectives for the future, and develop a strategy to get us there. Studies have shown...
How To Manage Your Online Shopping This Holiday Season
Online Shopping has become an integral part of our daily lives. It offers convenience, comfort, and a wide range of products at our fingertips. However, it can also have a significant impact on our income if not managed properly. One of the primary ways in which...
Why It’s Frightening To Not Have A Financial Plan
What’s the scariest thing we can think of? A person that doesn’t have a financial plan. You may have read our previous blog post about October being Financial Planning month. (If you didn’t, find it here ) Halloween marks the start of the holiday season coming up (aka...
Fashion & Finance
Do you have some amazing things in your closet that you are always going to have no matter what? Having the key pieces to a sound financial plan in place is much like having those key pieces of clothing in your closet. The Yoga Pants: Probably the most comfortable and...
Making the Most of Your Employer’s Retirement Plan Match
One of the best ways to save for your retirement is by participating in your employer's retirement plan. While not required to do so, many employers offer a retirement plan that includes a matching contribution. A matching contribution is money that your employer adds...
Financial Abuse of Women & the Elderly
Financial Abuse is the unlawful or improper use of someone else's financial resources for personal gain, causing harm or distress. It involves a pattern of controlling and manipulating the financial aspects of a person's life. It is a common tactic used by abusers to...
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