Planning Commentary

July 31, 2023

Understanding Business Valuation: A Guide for Business Owners

I have accepted the fact that our driveway currently looks like a used car lot. […]
July 25, 2023

Money Matters After the Wedding

In May, I had the honor of officiating the marriage of my oldest son. As […]
July 17, 2023

Fair But Not Equal: Addressing Unequal Inheritance for Heirs

Growing up the youngest of three siblings, I had many opportunities to develop an early […]
May 31, 2023

Debt Ceiling Turmoil

As I write this article, the stalemate over the US debt ceiling continues. However, it […]
May 12, 2023

FAFSA Changes Are on the Way

May 2023 Update: Originally published in September 2022, this article has been updated to reflect […]
April 18, 2023

Overfunded 529 Plan?

Do you find yourself with more money in a 529 plan than your plan beneficiary […]
March 22, 2023

SECURE Act 2.0—A Boost for Retirement Savers

In late 2022, before closing shop for the holidays, Congress passed the SECURE Act 2.0. […]
January 28, 2023

What Is Your “Why”?

The importance of shared values and a mission statement for the family business We all […]
December 29, 2022

Hand-Me-Downs and Split-Interest Gifts

Wealth Transfer Planning Amid High-Interest Rates Being the youngest of four children, I wore hand-me-downs […]