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Commonsense financial planning articles and insights from your financial advocate.  

Spread the Joy: Qualified Charitable Donations Make a Positive Impact charitable giving company stock Jun 28, 2023

In a world where kindness and compassion matter more than ever, qualified charitable donations (QCDs) have emerged as a beacon of hope. These unique contributions not only support causes close to...

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Maximizing Returns with Tax Loss Harvesting: A Savvy Investor's Guide company stock investments taxes Jun 19, 2023

When it comes to investing, one often hears about strategies to maximize returns. One lesser-known yet highly effective approach is tax loss harvesting. While the term might sound daunting, tax...

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5 Reasons To Sell Your Company Stock company stock retirement Jun 13, 2023

First, writing this article makes me nervous even before beginning. The reason is that there can be a lot riding on a person's company stock, fortunes have been made and lost with company equity...

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