Enhance Today | Enrich Tomorrow
At the beginning of every year it is a good idea for workers to update form W-4 Employee’s Withholding Allowance Certificate. The purpose of the form is to claim the appropriate number of exemptions for the employee’s particular situation so…
Checklists make life easier. Research has demonstrated the value of checklists in all industries from medicine to construction. Often our financial to-do lists are scattered tasks we think about often but struggle to complete due to the multiple steps involved. Most…
Most of us have many hidden talents. My husband can strategically pack the dishwasher full of nearly all the dishes in our kitchen and everything will still come out clean. One of my hidden talents is the ability to squeeze…
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. As we approach year end, we are also closing in on the first major tax overhaul in over 30 years, which…
It’s likely that at some point in the past you have seen the headlines and heard the conversations about Social Security running out of funds or going bankrupt. You may have wondered, Will I ever receive my Social Security benefits…
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. We read, write and talk a lot about better ways to build wealth, and after reading Dr. Daniel Crosby’s latest book,…
Typically we see clients approach charitable gifting in one of two ways: Giving cash Giving appreciated stock While both are good options, there are often times, where a more advanced gifting strategy may be appropriate for those prioritizing charitable giving….
When it comes to excuses for not monitoring your spending, we’ve heard them all. “I’m not living paycheck to paycheck.” “It takes too much time and effort.” “I don’t want to know.” “I can budget and save later in life.”…
There are a lot of “financial advisors” out there, and not all advisors are created equally. I recently spoke with a prospective client who asked some great questions. Unfortunately, she learned to ask these questions through a prior bad experience,…
As a thirty something, I see a lot of “treat yourself” posts on social media, website ads, and in radio commercials. It’s satisfying to clear out an online shopping cart and have a new package waiting at home after a…
