Your Insights

Charitable Donations for Taxes

by Anina DeTommaso Like it or not, tax preparation should be a year-round endeavor. To maximize your deductions for charitable giving at tax time, be sure

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Working with Millennials

by Ashlee Veneman This article was recently reposted on forbes.com – you can also read the full article here: I came across a very interesting meme

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The Infinite Game

My grandfather’s name was Gale. He was an interesting guy, one of those people who was wise beyond his years because he had lived through some

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What is a Transition?

By Cicily Maton, Retired Sr. Financial Planner Cicily Maton has retired, however, Michelle Maton CFP®, EA, CeFT® Sr. Financial Planner and Andy Baxley CFP®, CIMA®, CeFT® Sr. Financial Planner carry

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What is the Cure for Financial Misbehaving?

By Cicily Maton, Retired Sr. Financial Planner Cicily Maton has retired, however, Michelle Maton CFP®, EA, CeFT® Sr. Financial Planner and Andy Baxley CFP®, CIMA®, CeFT® Sr. Financial Planner carry

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