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It’s Mental Health Awareness Month: Your Mental & Financial Health Go Hand in Hand
May is Mental Health Awareness Month. With the events of this past year, it's possible you or someone you know has experienced a decline in mental health. Here's how that could be affecting your financial wellness.
What to do with your tax refund
Nearly one in four Americans use their refund to cover everyday expenses. This can happen occasionally but if it is your regular pattern with your refunds, you may be fooling yourself into believing that you are saving.
Does Whom You Name as a Beneficiary Really Matter?
Many years ago, "Felicity" and "Hugh" got married. It was a second marriage for each of them and they each had two adult children. Felicity had inherited a beautiful beach house in Truro down the Cape. It had been in her family for a couple of generations and the family spent every summer there.
Are Donor-Advised Funds Right For You? 4 Key Tax Advantages
A donor-advised fund can help you maximize your charitable deductions for the year. But did you know it also comes with additional tax benefits? Read on to learn more.