03
Sep
The Top 5 Financial Planning Challenges In The First 10 Years Of Retirement
By Colleen Weber, CFP®, CPA Those long-awaited-for golden years are finally right around the corner, and your dreams of golf courses and sandy white beaches are almost a reality! But wait…without the security of a steady paycheck and a structured schedule, you’re embarking on a journey into the unknown of...
Read More
03
Sep
Could A Donor-Advised Fund Save You Money On Taxes?
By Colleen Weber, CFP®, CPA Do you remember the days when you could give generously to others and get a nice tax break as an added benefit? Even if you didn’t donate money for the sole purpose of saving on your taxes, it was a nice perk come tax time....
Read More
