Donating money to our favorite charitable organization is a year-end ritual for many of us. While monthly giving has gained in popularity in recent years, most of us still tend to open up our wallets just a bit wider at the end of the year.
The future is already here – it's just not evenly distributed.
Retirement means different things to different people. Perhaps you may be transitioning from a full-time career to part-time work. Or maybe you have plans to spend more time with family, travel the world, or hit the golf course with more frequency. Point is, you need to outline what a happy and fulfilling retirement looks like for you…and everybody is different!
Providing Care for Older Individuals
It should come as no surprise to anyone that we’re living longer. Over the past century, medical science has defeated numerous diseases that once shortened the lives of man
By Paul Morrone CFP®, CPA/PFS, MSA
There is a common misconception among taxpayers that just because their tax documents were generated by their employer, the government, or a financial institution that the facts and figures presented on those documents are complete and accurate. Any seasoned tax preparer will tell you that this is far from the case, and in fact, it is not uncommon for there to be material errors in the documents that you receive that can adversely affect your return. It is important to remember that while these documents may be printed by computers, there is generally a human element somewhere in the process of inputting, summarizing and submitting the data which leaves plenty of room for mistakes.