Impact Investing: The Lingo
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Impact Investing is an investment strategy that seeks to create a positive social and / or environmental change while also generating a financial return.
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Financial Blog For Busy Professionals & Impact Investors
The Tax Implications of Donation-Based Crowdfunding
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While there are different types of crowdfunding, we address donation-based crowdfunding in this post since it is the kind we see most often.
Read MoreDoes your tax return contain an IRS red flag?
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If your 2017 return contains one or more of these red flags, you have a higher likelihood of receiving some sort of correspondence from the IRS. Don't panic. You just need to double check your numbers and confirm you are organized with your documentation.
Read MoreTax Planning for 2018
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The TCJA (Tax Cuts and Jobs Act) passed in late 2017 affects your tax planning for 2018. We highlighted the changes that are most likely to pertain to our clients.
Read More529 Plan Rules Have Changed
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529 Plans are still the best tool in your toolbox for college planning, but there have been some changes. Here is a quick re-cap.
Read More3 Steps to Keeping Your Investment Accounts Safe
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With a copy of your balance sheet in front of you, go account by account to make sure the following three (3) safeguards are in place.
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5 Myths About Credit Scores for Newlyweds
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My Newlywed clients often ask me about how their credit score changes when they get married. I am sharing some of the typical myths I hear and discussing how your credit score is really affected by getting married or divorced.
Read MoreAllowances for Children
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Age 5 is a common age when parents start thinking about issuing an allowance to children. The goal with an allowance is to teach children about personal finance and delayed gratification.
Read MoreThe 7 Money Questions you NEED to ask before saying "I Do"
/These are my top 7 questions you should discuss with your partner before you say "I Do." These questions will help you get clarity on each of your financial situations and explore how you see your financial future together.
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