Latest Posts

Out of Lifelines: Challenges in the New Economy

by Stacy Brasher on May 8, 2019

In 1999, Nielsen’s top-rated television program was ABC’s now-classic game show Who Wants to Be a Millionaire. Following closely behind at a strong second place was the beloved Thursday broadcast of ABC’s Who Wants to Be a Millionaire. And coming in at a very respectable third place was the highly-anticipated Sunday airing of ABC’s Who Wants to Be a Millionaire.

Planned Giving Goes Further

by Stacy Brasher on May 2, 2019

There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving. While almost any larger nonprofit organization has an active planned giving program, it may come as a surprise that many smaller nonprofits are also eager to work with their donors on planned giving options.

Optimizing Capacity in Your Auto Insurance Policy

by Stacy Brasher on Apr 22, 2019

For many people, structuring their auto insurance policy comes down to obtaining the greatest amount of coverage at the lowest cost. Because auto insurance has become commoditized, the focus often shifts to the premium amount as the primary point of comparison, which is fine as long as you don’t lose sight of what it is you are trying to protect.

Avoiding Retirement Woes

by Stacy Brasher on Apr 18, 2019

How to Avoid Retirement Woes

According to the American Institute of CPAs (AICPA), the top concern of retirees is running out of money. While it’s a known fact that many of us don’t begin to save for retirement when we should, it appears that nearly half of all current retirees are concerned about outliving their retirement funds. However, there are some things you can do now to help mitigate the very real risk of outliving your retirement funds. These include the following:

Charitable donations can mean big tax deduction—unless you donated to a fraud

by Stacy Brasher on Apr 8, 2019

Donations to charities are a win-win when it comes to filing taxes. You can feel good about helping a cause you care about as well as write off the donations to “qualified organizations” on your taxes at totals up to “50 percent of your adjusted gross income,” according to the Internal Revenue Service.

Beyond just an Allowance: How to Engage your Young Kids in Learning about Money from a Young Age

by Stacy Brasher on Apr 4, 2019

Think back to those early days in life when it seemed like everything in the candy aisle was free if you begged your parents hard enough. Not a fleeting thought was given to the expenses of a vacation or the copay costs at the doctor. There’s something beautifully unburdened in the way which children experience the world: recklessly present and innocently ambivalent.