Taylor Jessee

what is a financial plan?
What is a Financial Plan?
A recent study by Charles Schwab found that 75% of Americans don’t have a financial plan. Nearly half of those who don't have a financial plan said it's because they thought they didn’t have enough money to bother. More surprisingly...
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charitable gifting strategies
Charitable Gifting Strategies for the End of the Year
Four charitable gifting strategies to consider before the end of the year. As we approach the holiday season, three things always seem to remain constant. One, your stress level will probably increase. Two, your impending tax bill will start to...
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