Not KFC. Not QFC. A QCD, also known as a Qualified Charitable Distribution. With the changes to the tax code for 2018, it’s possible that your charitable contributions will no longer result in a reduction of your tax liability. The
As 2018 starts and progresses, we will have many things to adjust and get used to with the new tax law. I want to share with you my thoughts as I review the new code and opportunities for financial planning
Some of you may think I’m the Grinch when I get done, but why do we have November 28th as Giving Tuesday? If we give on November 28th, does this mean the rest of the year we can ignore those
Is it your desire to pursue perfection or greatness? Does being perfect equal greatness? Does probability of success equal perfection? Does greatness equal probability of success? We can debate these questions for as long as I live, but here is
The news media is having a heyday with Equifax. Is it serious? Yes. Should we lose sleep over it? I don’t think so. However, what we should do is have an unemotional and systematic response that diversifies our efforts across
I was driving through the Columbia River Gorge towards Portland, Oregon and it struck me once again, as it often does, that life is beautiful! You know what else is beautiful? Freedom. Freedom equals choices, choices equal action, action equals
What is life? We’re born, go to school, get a job, get married, have kids, retire and die. Is this all it is? A few days ago, I reached out to a client and left a message just to check-in.
It is interesting to be in the business of coaching. Many people identify me as a financial planner, however, what I really am is a financial coach. I coach people to have better actions, better habits and ultimately, as a