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July 2020

Our world continues to stand in a unique and challenging time and while areas start to function in this new version of ‘normal’ we know it remains difficult and concerning to consider making ‘normal’ decisions, big and small. We provide these articles in hopes that you or someone you know may find them applicable and helpful. But we also ask you the question, what decisions are you weighing right now? and can we help you work through them?


Can my money make a difference in the world around me?

How to build an investment portfolio that supports racial justice

Measuring the social impact of your stocks and bonds is not always easy, but there are still many tools to help you promote racial equity with your investments.

Published June 2020 by MarketWatch. Read more .


How Charitable Giving Is Changing in 2020

As the need for charitable gifts grows, the CARES Act ushers in changes affecting retirees, non-itemizers, and heavy givers.

Published April 2020 by Morningstar. Read more .


Tax Deductible Donations

Rules for Giving to Charity, How to Get a Deduction & 3 Tips to Save.

Published May 2020 by NerdWallet. Read more .


Can I consider normal decisions, near-term and farther down the road?

3 financial planning actions you should be focused on right now — instead of the stock market

Overwhelmed by that flood of information about the stock market, economy and COVID-19 coming at you on a daily basis? While it’s easy to get wrapped up in the headlines, it’s important to take a breath and ask yourself what actions should you be taking to help your financial situation.

Published May 2020 by MarketWatch. Read more .


Should I Back Out of a Home Purchase Due to COVID-19?

There are no rules on how to deal with major life events amidst the unprecedented upheaval of COVID-19, but there are certainly significant situational indicators signifying that individuals need to change their plans.

Published April 2020 by The Motley Fool. Read more .

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Is it time for financial advice?

  • Should I keep renting or is now the time to buy a house?
  • How much should I be saving for my kids' college education?
  • How fast should I be paying down my student loans?
  • Am I making the most of my employee benefits?


The financial issues you face now are far different than those of someone approaching retirement. However, it's often unclear where to turn for advice that will help you make thoughtful choices. That's why we developed an approach to help you hit the ground running as you establish the foundation that will support you the rest of your life. We customize our process according to your situation – this ensures we put together the right plan for your specific needs and goals. 



Our program provides the kind of custom advice and services you need to get ahead. 

How Much Should You Save for Your Child’s Education?