Let’s talk about the elephant in the room.Often, one of the biggest obstacles for financial…
Lukas DwellyJuly 3, 2024
Dementia sucks! The Catholic schoolgirl in me doesn't like using that kind of language, but…
Stephanie G. LipsJune 27, 2021
While we have yet to see a written, formal, proposal, the Biden campaign floated a…
Jeff ZysikMarch 4, 2021
I will not forget the night last May that I opened a kitchen cabinet and…
Stephanie G. LipsJanuary 26, 2021
As discussed in my recent post, the CAREs Act included a provision allowing an individual…
Jeff ZysikDecember 14, 2020
If you are familiar with charitable remainder trusts, charitable lead annuity trusts, in many respects,…
Jeff ZysikDecember 8, 2020
There is a stack of baseball cards in my hand, and they have me missing…
Stephanie G. LipsDecember 2, 2020
COVID-19 has been a tragedy and a disaster. I can’t say any real good has…
Jeff ZysikNovember 24, 2020
Establishing a donor-advised account helps donors facilitate and simplify year-end giving. And, because DAF accounts…
Jeff ZysikOctober 27, 2020
