by Shari Rash | Dec 31, 2020 | beneficiaries, charitable giving, estate planning, taxes
This is the week that your inbox is full of requests for end-of-year giving. Everyone is trying to make a final push for the year in hopes for a positive impact for their cause. And why not? Charitable giving makes you feel good but it can also provide a tax benefit...
by Shari Rash | Dec 27, 2020 | beneficiaries, estate planning, financial family office, Financial Planning, Newsletter
Q4 2020 Ruminations from your Financial Advisor and Money Coach As we are in the midst of the holiday season, beneficiaries are on my mind. You are gathering either in person or via Zoom with your loved ones. Odds are these loved ones are also the beneficiaries of...
by Shari Rash | Jul 14, 2020 | Behavioral Finance, Retirement, Retirement Income Planning
Because it is Retirement Planning Month, retirement income planning is on my mind. No, not my retirement, (but it is never too early to start planning for retirement!). Recently though, I thought about Retirement Income Planning when I was setting up a pool in my...
by Shari Rash | Apr 17, 2020 | Coronavirus, Market Volatility, Stock Market
Please click the link below to view our Q1 2020 Market Review. Q1 2020 Quarterly Market Review
by Shari Rash | Apr 16, 2020 | Behavioral Finance, Finances
While playing Monopoly, I saw a great opportunity to further my children’s instruction on money management I didn’t realize playing Monopoly,\ Jr would also be a lesson in Behavioral Finance! In the times of social distancing and quarantine, I, like all of...
