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Prior Planning Pays Part 4: 60s & 70s

October 9, 2017

PRIOR PLANNING PAYS ™ Part 4 of 5: 60s & 70s Planning for retirement is a lifelong process.  Be on the lookout for your age for steps you should be taking right now.  And remember, everyone over 18 should have a living will.   Your 60s Your retirement could last more than 20 years, so… View Article

Prior Planning Pays Part 3: 40s & 50s

October 3, 2017

PRIOR PLANNING PAYS ™ Part 3 of 5: 40s & 50s Planning for retirement is a lifelong process.  Be on the lookout for your age for steps you should be taking right now.  And remember, everyone over 18 should have a living will.   Your 40s If you haven’t talked to a financial planner about… View Article

Prior Planning Pays Part 2: 20s & 30s

September 26, 2017

PRIOR PLANNING PAYS ™ Part 2 of 5: 20s & 30s Planning for retirement is a lifelong process.  Be on the lookout for your age for steps you should be taking right now.  And remember, everyone over 18 should have a living will. Your 20s Pay off credit card debt and college loans. Contribute the… View Article

Midyear Tax Checkup

September 18, 2017

By Jacquelyn R. Campbell, CPA/PFS, CFP® It’s hard to believe that we are already two-thirds through 2017!  Not everyone likes to talk about taxes before tax time, but if you wait until January 2018, all of your information will be historical and it will be too late to change.  One of the most effective ways to… View Article

Charitable Donations for Victims of Hurricane Harvey

August 29, 2017

By Jacquelyn R Campbell When there is a natural disaster, we are inclined to help others in need in ways we can.  Donations of goods and money are the most common.  Although we don’t make those donations for tax reasons, a potential tax benefit will help your charitable dollars go further. Here are a few… View Article

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