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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...

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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....

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