Dec 1, 2023
In a world that’s often measured by what we receive, there’s an unparalleled joy in the art of giving. The start of the holiday season is the perfect time to delve into the realm of strategic gifting. There are many practical giving strategies that can...
Nov 8, 2023
Year-to-Date 2023 August through October are often challenging months for the stock market, which has held true this year, with the markets experiencing a decent bounce last week after the Federal Reserve indicated that it was likely at the end of the rate hike cycle....
Sep 25, 2023
Everything you need to know about mindful, informed financial planning October is financial planning month. But what exactly is financial planning? The official definition from the Certified Financial Planner™ (CFP®) website is the following: Financial planning...
Aug 31, 2023
BY SAMANTHA VICCHAIRELLI, ASSOCIATE ADVISOR, ALEXIS ADVISORS There is so much information swirling around about pending updates to student loans. It’s enough to make your head spin! The Federal Student Loan pause, which was originally expected to last 6 months, has...
Jun 27, 2023
By James McIntosh, James McIntosh Coaching Here is a little-known fact about me. I am working on my second million. That’s right, my second million. My first million was a complete disaster. Hang on. Before I continue, what did you assume I meant with my question,...
Mar 24, 2023
By Lindsay Pickral, ThompsonMcMullan, P.C. As an estate planning and estate administration attorney, I often receive questions from clients who are concerned about the tax consequences of both passing assets to their intended heirs and inheriting assets at the death...
