Forward-Thinking Tax Strategies to Implement This Year

Many people dread tax season. The idea of digging through all…

Financial Windfalls: How to Manage Sudden Wealth

An inheritance, a lottery win, a surprise payout — lucky you,…

A New Resource for your Financial Planning Education

This month I was honored to be asked to be part of the inaugural…

Alice Anna Disse, My Mother July 26,1921- July 18, 2012

July 26, 2012 This past week I've been thinking about mom non-stop.…

Strategic Philanthropy: How to Feel Good About Your Giving

Does this sound familiar? December rolls around and your mailbox…

Deductions For Charity Donations

Donating to charity does not only have positive spiritual effects…

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Dear Of Independent Means Blog: I know you don't understand…