A dear friend of mine once shared how overwhelmed she felt by the whole idea of signing up for Medicare. It wasn’t just the process that threw her off, but the emotional weight of it all—feeling like this was a “milestone” that meant she was getting older. Turning 50, 60, and even 65 didn’t …
Creative tax strategies for those with generous hearts
by: Michelle Ogden, CFP®, CRPS®, CKA® One thing most successful people have in common is that they know how to set effective goals and they do it for everything that’s important to them. And the people who expand their success to the next generation make goal-setting a family activity that …
God loves a cheerful giver, but researching charities, calculating tax consequences, and managing donations can make charitable giving more of a chore than a joy. And if your income varies significantly from year to year, it’s even more challenging to be consistently generous. The solution …
When we implemented the strategies in Gino Wickman’s book Traction: Get a Grip on Your Business in our company, I’d love to tell you that the difference was immediate and remarkable, but actually, it took time. However, just like the book describes, we started to gain traction and then we s …
Regardless of the size of your estate, everything you should consider as you create your estate plan falls into three main areas: How much you need to maintain your lifestyle. How much you want to leave your children and grandchildren. What to do with the rest. Even as you work on the numbe …
Live a life that’s truly priceless Life insurance is an important financial planning tool. It’s the most common way to make sure that the people who depend on your income are protected when you die. What’s more important than life insurance? Living. When it comes to financial nuts and bolts …
