Holidays: Making Memories Instead of Breaking the Bank

Holidays: Making Memories Instead of Breaking the Bank

Years ago, I hosted a family holiday gift exchange that ended up an epic fail. In the spirit of taking the focus off buying gifts and instead creating memories, I implemented what I thought would be a fun experience of a random gift exchange. I was hoping to take the...
Charitable Giving

Charitable Giving

Tax Reform may have changed the landscape, but strategy still matters. With the end of the year approaching, many of us are considering annual gifts to the charities that matter most in our lives.  Tax reform under the Tax Cuts and Jobs Act has changed the landscape...
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