Two facts that cannot be denied are: (1) we need to be better stewards of our planet, and (2) all peoples deserve to be treated and represented equally. A niche market was developed in response to these critical needs – ESG investments. “ESG” stands for Environment, Social, and Corporate Governance. ESG investing is the practice […]
The start of October brings cooler temperatures, visits to the local pumpkin patch, scary movies, and all-you-can-eat candy on Halloween. October also marks a spooky but important date for those planning to attend college for the 2021-2022 school year: the opening of the Free Application for Federal Student Aid (FAFSA). Do you have a college […]
Has your favorite hobby turned into a cash cow? Are you an independent contractor looking for the most tax advantageous entity for your income and expenses? Maybe you have put in the time with your employer and are ready to venture out on your own? No matter your reason, make sure you have the proper […]
In an (almost) cashless society, credit is king…or so it can often feel this way. A credit score is linked to a person just like their driving record or GPA. From applying for a loan to applying for a job, a decent score is necessary to thrive or at least not be squashed by outrageous […]
Computer hackers are people who break into internet-connected devices like computers, tablets, and smartphones, usually with the intent to steal, change or delete information. They do this by installing malware (software used for malicious purposes) you might not even know is there. These thieves might get access to your most precious data, including your financial […]
As the year flies by I have noticed more and more questions of uncertainty revolving around one particular subject, Required Minimum Distributions or RMDs. More specifically the question is, “Are RMDs required for 2021?” I believe the reason this has become a topic of uncertainty is due to the fact that for 2020 RMDs were […]
August 14 is Financial Awareness Day. While you’ll probably see plenty of articles about getting your finances in order or raising financially literate kids, there’s another layer to financial awareness that often gets forgotten: planning for aging parents. I’m an only child of two middle-aged parents (don’t tell them I called them that) so it’s […]
As a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ professional, I deal with uncertainty on a daily basis. Clients progressing through different life stages, volatile financial markets, and keeping up to date with ever-changing tax laws are a few examples of this daily uncertainty. Our Keller/KMH staff field a steady stream of pertinent questions and […]
There is a fine line between living in the moment and saving for retirement. The balance is the challenge. Fleeting thoughts, or maybe not so fleeting, are vacations abroad, a dream car, a ranch, and/or helping the adult children with the purchase of their first homes. This balancing act begins at any age. My adult […]
My last article was released to the Advocate on February 14th of this year. Here we are, over four months later with very little real clarity on what income and estate taxes will look like for 2021 or 2022. What we do have is the President’s “American Families Plan” presented to Congress and released on […]
Planning today will enable you to chart a course towards fulfilling your goals for tomorrow.
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