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...
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...
Dec 21, 2021
If you do one thing by the end of the year, do this. Update the beneficiaries on your financial accounts. Think about the life changes you may have had during the past 12 months: birth, death, divorce, marriage. The landscape of the people around...
