Insights
There’s still time to contribute to an IRA for 2012
There’s still time to make a regular IRA contribution for 2012! You have until your tax return due date (not including extensions) to contribute up to $5,000 for 2012 ($6,000 if you were age 50 by Dec
Principles in Practice: Give Generously
How can a trailer transform a charity?
Have you ever felt the desire to support your favorite cause, but were concerned about the need to preserve your checking account balance at the same time? Thin
Money Talks: How to Engage Your Spouse in the Conversation
Let’s face it. Money talks. It’s often one of the main causes for marital strife and is the top reason cited when couples split. It doesn’t have to be that way. Money can be an effective tool to bring
Happy World Down Syndrome Day!
In honor of Matt Syverson’s daughter, Lily, we’re celebrating World Down Syndrome day today.
JUST LIKE YOU — DOWN SYNDROME – explores the life, hopes, challenges and dreams of three kids living wit
Tips to Spring Clean Your Finances
Spring is finally upon us! Wednesday will mark the first day of Spring, and for many school districts across the country, this week is Spring Break. In the spirit of the annual ritual that is Spring c
With Age Comes Rewards
In case you missed it, the “Fiscal-Cliff Legislation” that was passed on January 2nd offers retirees over age 70 ½ a chance to make gifts to charities in a unique way. I’m sure that you, your parents
The Power of Accountability
How often have you said you were going to do something and then not followed through on it? It happens all the time, right? Life happens. You get busy. You forget. You put things off because you just
Principles in Practice: Think Beyond Yourself
Dave understands people, and so do we!
Entreleadership® is a combination of being an entrepreneur and leader, which is defined as the process of leading in order to cause a venture to grow and prosper
Creating Your Life Purpose Statement
Previously, we talked about the importance of having a life purpose statement. Now, we’ll discuss what a life purpose statement looks like, including a few key questions to ask yourself as you draft y
Principles in Practice: Have a Long-Term Plan
We were delighted to help a young family determine the most appropriate way for them to save for the college education costs of their two young sons. Once we determined that the College Savings 529 Pl