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Month: May 2018

106 Things We Do For Clients, No. 79

No. 79 of 106 Things We Do For Clients Share knowledge (while maintaining absolute confidentiality) gained from the experiences of dozens of clients who have faced circumstances similar to yours over the years. It is similar to working with a surgeon who has done an...

To Reduce Taxes, Bunch Deductions Into Alternate Years

Watch this video on YouTube Want to save a bunch under the new federal income tax laws? Try bunching your deductions. The new tax law doubles the standard deduction and eliminates most miscellaneous deductions. It takes a lot more of the limited allowable deductions...

106 Things We Do For Clients, No. 78

No. 78 of 106 Things We Do For Clients Listen and provide feedback in a way that financial magazines or newsletters do not. Financial reporters have to reduce complex financial problems to simple, easy-to-follow articles with “one size fits all” solutions...

Sarah Swantner’s MS and Pioneering Financial Therapy Internship

Watch this video on YouTube It’s not every day that a college student gets to be the first person in the US to accomplish something. It’s rarer when that student’s pioneering achievement is also a “first” for their university. The student is Sarah...

106 Things We Do For Clients, No. 77

No. 77 of 106 Things We Do For Clients Suggest alternatives to increase your income during retirement. It’s surprising how many people are unaware of opportunities and resources available to continue to earn some income after retirement. Just a small annual income...