Be Prepared: Home Issues Can be an Inconvenience, Not a Catastrophe

When disaster strikes at home, it’s incredibly stressful. Our homes are our sanctuaries, our comfort zones. So, when you have pipe burst or a sewage back up (lovely, I know) it can send you into a panic.

In many ways, it’s just not easy dealing with the stress of homeownership when things go awry. But the thing is that we can actually be prepared so that should something happen…we’re not completely overwhelmed.


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How deep are your roots?

Friedrich Nietzsche said “for a tree to become tall it must grow tough roots among the rocks.” This global pandemic that we are in the middle of is certainly a rocky time! What are the roots you should be working on right now?
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For Maximum Impact, Develop a Charitable Giving Plan

Your last name doesn’t need to be Rockefeller to have a charitable giving plan.  Charitable giving means different things to different people.  Some of my clients tithe which by definition means giving 10% of your income to charity.  Other clients that I work with feel that they pay taxes and that in their mind is charity enough.  Wherever you may fall on that spectrum, there are strategies that can help you to get the most bang for your charitable buck.
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Your Mortgage, Tax Strategies and Retirement

I get the question a lot – should I pay off my mortgage. The answer is that depends.

If I told you that I had a vehicle that allowed you to pay $10 in interest to save $3 in taxes, would you do it? The answer is probably no. Assuming that you are in a 30% tax bracket to keep the numbers easy, that’s what a mortgage is – and that math doesn’t always go in your favor. Please be sure to consult your tax advisor with regards to the tax strategies discussed in this article.

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