The economy has some of you worried right now, and for good reason. The interest rate environment is different from years’ past, the Dow Jones lost 800 points recently, and the yield curve inverted last week. So, what does all of this mean for you and your investments? And should you be concerned about a recession? Today, we’ll tackle questions from our listeners to determine if your financial plan has the components to keep you on …
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Everything You Ought to Know About Donor Advised Funds
Donor-Advised Funds (DAF) provide a simple solution for reducing your tax bill through charitable giving, even if you are part of the 90% claiming the standard deduction due to the recent tax reform. I’m covering four things in today's episode: Exactly what a donor-advised fund is in its simplest form Who is the right fit for using a donor-advised fund If you are a potential candidate, what’s the absolute best strategy for using …
How to Declutter and Prepare to Downsize Your Home in Retirement with Jen Robin
If retirement is around the corner, you have likely considered downsizing your home. Whether it’s for a move to a smaller space or to finally clean out all that stuff you’ve accumulated over the years, downsizing can be a stressful prospect. There is so much to do. And what if you and your spouse don’t agree on what to purge and what to keep? It’s enough to make anyone’s head spin. Today we’ll talk with professional organizer Jen …
