What is a QCD and can it benefit you?
Where do you want to be in 2021?
Ringing in the New Year with the SECURE Act
Navigating the Car Buying Process
Planning for the Unplanned
The SECURE Act Pared Down: How This Bill May Impact Your Retirement
Redefining Legacy
The inspirational speaker at the continuing education conference I attended recently was Candy Chang. Candy is an urban artist, so I appreciated hearing from someone who is not in our profession and clearly has a different perspective. Her public exhibitions, such as the Before I Die installations, explore the intersection of the individual to the […]
Protecting Yourself from Aircraft and Watercraft Liability
Recreation in the wild and scenic beauty of the Last Frontier is a way of life in Alaska. Many Alaskans own and operate private aircraft and watercraft so they can enjoy these recreational opportunities. But what is the potential risk to the owners and operators of the aircraft and watercraft when they take friends and […]
You CAN afford a sleeping pod flight to Europe
Last week we were lucky to have Scott McMurren at our Empowered Women Smart Money: Ladies Travel Secrets. As financial planners the #1 wish we hear for retirement is time and money for travel. Whether it’s making the most of your hard-saved dollars flying to Europe in a sleeping pod or travel in our own […]
If you are confused by the new tax code don’t feel badly…Your CPA may be too
2018 ushered in a new tax regime for all the land. The only problem is the complete instruction manual did not come with it. Yesterday, I happened into a conversation with two CPAs at different times, each explaining how they are burning the midnight oil just to get a handle on how to file their […]