October 24, 2025
Some Year-End RMD Strategies and a Bit More
Crispy Fall greetings, everyone! It's been a while since I've written, so lest you completely forget me and I end up in your spam folder, I want to reconnect an...
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October 24, 2025
Crispy Fall greetings, everyone! It's been a while since I've written, so lest you completely forget me and I end up in your spam folder, I want to reconnect an...
March 1, 2024
Early (Very Early) Spring greetings to you all! As a native Southerner, I confess to being less than sanguine about the weather of January and February and to b...
July 24, 2015
Be Charitable with IRAs I want to talk about IRAs and charities in the same breath here, and I want to acknowledge my good friends at the New Hampshire Charitab...
December 5, 2014
Seasonal Generosity There's just so much going on during the weeks leading up to the holidays that it's hard to see your way through. One important task, though...
October 16, 2014
Help Most Effectively While we certainly have plenty of people who are hurting for the basic necessities of life and health in our country, the extent of povert...
June 30, 2014
Be Charitable But Be Careful A couple of weeks ago I was visiting Mom. During our chats around the kitchen table, I couldn't help noticing how many calls she go...
February 22, 2013
Deductive Thinking Maybe you're taking an exploratory peak at your income tax return and trying to see whether all those fiscal cliff shenanigans really ended u...
June 11, 2012
Charity Can be Self-Serving Like me, I'm sure all of you have favorite non-profits that you try to help whenever you can. Maybe the hospital, hospice or youth c...
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