Personal Financial Planning
Financially, it has been an unusual and stressful year. We are doing a series of “check up” articles to look at different areas of your finances to see what has changed, and what you might need to check up on to be sure your financial plan is still on track. The focus of this post is cash flow; many clients’ cash flow was affected significantly this year
With some schools expected to stay closed for a while, many families are considering hiring a nanny or tutor to help care for children while parents work and to help their kids keep learning. Childcare is expensive. Average childcare costs range from $17,193 per year in the South to $24,815 in the Northeast – not too different than a year at a public college, we've se
With the tax-filing deadline behind us, many people are suffering tax-related sticker shock. What would it take to have a better tax-season next year? Here is a quick checklist of ideas; not all will apply, and of course there are caveats and limitations to almost every one of them. We’ll get detailed and down in the weeds when strategizing with your personal situation i
Most people have some preferences about how they would like their life’s work and accumulations distributed or cared for, but many have avoided facing the sobering task of putting their preferences on paper. Whether you are updating an existing plan or creating a new estate plan, one roadblock to moving forward can be the process of finding an estate attorney.