Year-End Tax Planning Opportunities

Year-End Tax Planning Opportunities

About one year ago, the Tax Cuts and Jobs Act (“TCJA”) of 2017 officially passed – creating significant change for many U.S. families.  This represents an update to my December 2017 article on tax reform and planning opportunities you should consider before December 31, 2018. Ready to nerd out with me?

Give Thanks, and Get an Opportunity Fund

Give Thanks, and Get an Opportunity Fund

As we approach the holiday season, it’s easy to get overwhelmed with the growing list of to-dos. Please sit back for a minute and take stock. Think about the greater purpose behind the holiday bustle.

5 Ways to Prepare for College Expenses

5 Ways to Prepare for College Expenses

Did you know that saving for college is the #1 worry of families with children? But only 17% of families are saving for college expenses. Within this post, I hope to alleviate some of the concerns you have about funding college — especially if your child is in high school.

6 Reasons to Attend a Conference

6 Reasons to Attend a Conference

We’re only halfway through the XY Planning Network (XYPN) conference, and I have already learned six key lessons.  We are part of a broader movement: bringing real financial planning to people, regardless of age or asset level.  The professional organization began in 2014 with 30 founding members and is #168 on Inc. 5000’s list of fastest growing private companies in 2018, with roughly 750 current members.