Are you tempted to believe that there are magical solutions to your financial problems?Continue reading
Two years ago, I wrote about creating my own charitable giving strategy, which I then documented in spreadsheet-y glory. I’m back to tell you how I’ve changed and improved it since then.Continue reading
As we near the end of charities’ fiscal years, you might notice nonprofits reaching out to supporters—like you—to assist with their year-end fundraising goals. So you may be wondering: as a person who cares about the world around me, how the heck can I organize my charitable giving efforts?Continue reading
You and I probably have at least one thing in common: the administrative burden of modern life is exhausting. Overwhelming. Frustrating. Just nothing good about it, but we can’t escape it.Continue reading
Good on you for wanting to share some of your good fortune, for wanting to help people, communities, and causes that deserve it.Continue reading
Do you have a charitable spirit? Maybe you already give some money away. Perhaps you want to start giving. Are you stymied by the “But HOW exactly?” of charitable giving? Is it hard to figure out how much money to give and which organizations to give the money to?Continue reading
If you’re staring at a windfall from Airbnb’s upcoming IPO, let’s take a moment to think about giving some of it away.Continue reading
When I started my firm in 2016, our household income went to $0.
Being the financial planner I am, my mind went immediately from “we have no income” to “oooh, what kind of tax strategies can I take advantage of this year?” One of the decisions we made was around charitable contributions.
Welp, you’ve done your taxes. At least, I sure hope you have.
In this here blog post, I wish not to look backwards and cast aspersions at the IRS or the Trump Administration or your company’s HR department (although lord knows, at times they’ve all deserved it…some more than others). Instead I want to show how you might use your 2018 tax return to make your ongoing finances better.
Money, politics, and sex. Three things you’re not supposed to talk about in polite company. So, let’s talk about them. At least, the first two. I’ve got to know you a bit better before we talk about sex. I’m an old-fashioned kind of gal in that way.