Blog
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How to Navigate Filing Your First Joint Income Tax Return
It’s that time of the year again. The tax deadline is a little less than a month away Remember that the deadline is April 18th this year because April 15th… -
Five Essential Questions to Ask When Planning Your Retirement
Many of the most common questions that I get from young, married couples concern how to save for retirement. Saving for retirement, like getting married, seems like an adult thing… -
We’re engaged! Now What?
The past year has been an incredible time for gay and lesbian couples. Marriage equality has brought a wide array of possibilities that were once unimaginable to many of us.… -
I’m Back!
Hey all! I know it’s been a while since I last wrote. I had to do some offline business stuff in order to better serve you in the future. Now… -
The Other Benefit of Giving
On Tuesday, I highlighted three things to consider when giving to charity. Obviously giving to charities provides a benefit in and of itself. But, you may receive an additional financial… -
Three Crucial Considerations for Giving Tuesday
I hope you all had a wonderful Thanksgiving. We are in the thick of the holiday season. You’ve gotten through Black Friday and Cyber Monday, now it’s time for Giving… -
Gratitude Journal: Thanksgiving Edition
It’s that time of year again! I can’t believe Thanksgiving week and the frenzied holiday season are here already. I’ve highlighted how gratitude can help improve many aspects of you… -
How to Find the Right Financial Advisor
I can’t talk about holistic planning, without mentioning how to find the right advisor. Let me start by saying that there are a lot of great advisors that I trust… -
Reader Question: What Is Holistic Financial Planning?
I was recently interviewing prospective clients, and one of the gentlemen asked a question about a phrase I used – “holistic financial planning.” It’s a great concept that everyone should… -
How to Financially Prepare for Adoption
For National Adoption Month, I’ve covered the importance of adoption and how the process works. But I couldn’t leave the topic without exploring one of the most important parts of… -
Five Things You Need to Know When Preparing to Adopt
I have to admit. I was a little hesitant to write about adoption. I don’t have any experience with it, nor do I really want to pursue it. However, it’s… -
Happy National Adoption Month!
For the past 20 years, November has been recognized as National Adoption Month. The month is used to promote awareness of the need for adoptive families for children in foster… -
Five Situations When It Pays to Get Married
In all of this talk about inequality and discrimination, I wanted to highlight how marriage equality has recently helped level the playing field. The right to marry the person you…