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Retirement
Senior Meal Sites: Donate to the elderly this holiday season
Senior Meal Sites in Washoe County Donate meals to the elderly this holiday season. The Holidays always make me wonder who has less; who is alone; who is in need? Often, we think about children during this time of year and whether the magic of giving is reaching them. We don’t typically think about our […]
Six things to help you remain on track toward your financial goals
Have you determined what you want your money to achieve for you and your family over the course of your lifetime? That begins with determining what financial well-being means to you, establishing specific goals and maintaining a clear picture of where you are at any given time along the path toward your goals. Below are […]
Legacy Planning
A common misconception about legacy planning is that only the very wealthy leave legacies. But nothing could be further from the truth. That’s because your legacy is about far more than the money or assets you leave to loved ones or the organizations you support. It’s also about the family history, values and traditions you […]
Tax Planning Checklist
Happy Holiday Greetings, As year-end approaches, I want to send a quick reminder about important tax planning deadlines. The following checklist can help you simplify and manage these critical deadlines as you take advantage of opportunities to help reduce your 2017 tax burden. December 31st marks the deadline for: Gifts and Charitable Contributions: Making tax-year […]
Key Retirement Numbers to Consider
Key Retirement Numbers to Consider In the seemingly complex world of retirement, there are important numbers you should be aware of that could make or break your overall retirement savings. A recent USA Today article highlights ten numbers that could make or break your retirement1. Here we outline our top five: #1 – 41%. This is […]
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