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Financial advice: Advice can help when making charitable gifts

Financial advice: Advice can help when making charitable gifts

Your instinct to help support charitable groups is a worthy one – and by getting some help, you can turn this impulse into actions that may work to everyone’s benefit.
Financial advice: COLA is sweet for Social Security recipients

Financial advice: COLA is sweet for Social Security recipients

While it’s nice to have these possible options in 2023, you can’t count on future COLA increases being as large. The jump in inflation in 2022 was due to several unusual factors, including pandemic-related government spending, supply shortages and the Russian invasion of Ukraine. It’s quite possible, perhaps even likely, that inflation will subside in 2023, which, in turn, would mean a smaller COLA bump in 2024.
Watch young children for signs of RSV

Watch young children for signs of RSV

RSV symptoms are similar to those of the common cold and often mild in nature, but in rare instances the virus can cause more severe symptoms, especially in young children.
Financial advice: Is a donor-advised fund right for you?

Financial advice: Is a donor-advised fund right for you?

Although donor-advised funds clearly offer some benefits, there are important trade-offs to consider
Pinal County sees season’s first pediatric influenza death

Pinal County sees season’s first pediatric influenza death

Along with RSV and COVID-19, influenza cases have been rising in Arizona. Keeping hands washed, staying home when sick, and maintaining physical distance from people who are sick in your home are among steps we all can take to reduce the spread of each of these viral illnesses.
Financial advice: What to know about sustainable investing

Financial advice: What to know about sustainable investing

Ultimately, if you choose to include a sustainable investing approach, you will want – as you do in any investing scenario – to choose those investments that are suitable for your goals, risk tolerance and time horizon.
Avoid holiday debt: Ways to give mindfully this holiday season

Avoid holiday debt: Ways to give mindfully this holiday season

Create meaningful moments with friends and loved ones over the holiday season. Seek out ways to give back and help those in need. With all the hustle and bustle over the holidays, let your presence be the best gift you give.
Mom, Interrupted: Hunt for the Great Lite Luggage

Mom, Interrupted: Hunt for the Great Lite Luggage

If you’re wondering “Why don’t you just check your bag?” then you’re forgetting the pleasure of additional fees and the thrill of discovering the airline has lost your luggage. I’ll stick with my TOTE, thank you very much. 
Food & wine pairing ideas for the holiday season

Food & wine pairing ideas for the holiday season

Some of you may wish to serve one or two wines for the entire meal, from appetizers to dessert, while others prefer a different wine with each course. I will share my recommendations for the simple and elegant as well as the intense oenophiles.
Financial advice: Is a Roth IRA conversion right for you?

Financial advice: Is a Roth IRA conversion right for you?

Whatever the benefits of a Roth IRA, it’s essential that you consult with your tax advisor before making a conversion decision. It’s a big move — so you’ll want to be sure it’s right for you.