Personal Finance Blog

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How Charitable Giving Can Help Save You On Taxes

How Charitable Giving Can Help Save You On Taxes

Tax Deductions for Charitable Donations • Donating to qualified charities can reduce your taxable income. • Itemize deductions to claim donations on your tax return. • Cash, goods, and even stock donations are eligible.   Non-Cash Contributions Donating items...

Retire on Purpose

Retire on Purpose

A sense of life purpose promotes physical, mental and spiritual health. People who seek meaning beyond themselves are healthier, happier, and live longer. So, it's vital to our well-being that we maintain a strong sense of purpose

What Is Your Business Worth

What Is Your Business Worth

"How much is my business worth?" and "How do I know for sure?" and "Why should I care?After all, I have no intention of selling it right now." As commercial bankers, we often heard ourcustomers asking questions like these. But, as bankers, we also knew that the bank...

Investment Management vs. Financial Planning

Investment Management vs. Financial Planning

Investing today is not like it was 20 years ago. Expenses are coming down. It's cheaper than ever to trade. Some strategies that were once reserved for large institutional funds at prohibitive account size and fees are now available to every investor through...