by Dan Haines | Jul 10, 2024 | Financial Planning
With more of our lives being spent online, cases of identity theft have skyrocketed. According to the Federal Trade Commission, the losses from impersonation scams tripled over the last three years. In this article, we discuss three ways to guard against financial... 
by Dan Haines | Mar 27, 2024 | Financial Planning
We are fortunate to work with a generous group of clients and questions around gifting often come up often. These gifts could be money to help one of your kids with the down payment on a house, a new car for your spouse, or the donation of stock to a favorite charity.... 
by Dan Haines | Jan 23, 2024 | Financial Planning
We hope your year is off to a great start and that you had a wonderful 2023! As we kick off 2024, we want to take a moment to reflect on last year and talk about some things to look for in the year ahead. 2023 Recap In looking back at 2023, it was a year of... 
by Dan Haines | Dec 20, 2023 | Financial Planning
As you watch your favorite Christmas movies this holiday season, keep your eye out for some personal finance lessons. December has historically been the highest month of the year for consumer spending, however, there are lessons that can be gleaned beyond sticking to... 
by Dan Haines | Nov 29, 2023 | Financial Planning
As we enter the last couple months of the year, it is a good time to revisit your tax planning and make sure you are taking advantage of the available opportunities. These could be moves to save taxes now or in the future. Here are nine strategies to consider before... 
by Dan Haines | Oct 30, 2023 | Financial Planning
As couples start to think about their retirement, deciding when to start claiming social security benefits is a key question. Social security may not provide the largest part of your retirement income, but it’s a key piece of your retirement strategy because it’s...