Commentary
Could a Donor-Advised Fund Save You Money on Taxes?
November 23, 2023 No Comments
By Jim Shellenberger, CFA, CFP® Are you looking for ways to optimize your charitable contributions? Donor-advised funds (DAFs) are a great strategy to not only ...
Read More → The Biggest Money Mistakes I See
November 20, 2023 No Comments
By Jim Shellenberger, CFA, CFP® Have you ever made a mistake with money? Don’t worry, no one is looking…you can raise your hand. When it ...
Read More → Don’t Wait Until It’s Too Late: The Importance of Financial Planning
September 6, 2023 No Comments
By Jim Shellenberger, CFA, CFP® We’ve all procrastinated at some point. Maybe it was a homework assignment when you were in school or that house ...
Read More → The Backdoor Roth IRA: A Simple Way to Grow Tax-Free Wealth
September 6, 2023 No Comments
By Jim Shellenberger, CFA, CFP® We all love secrets, right? Especially when they benefit us. While a backdoor Roth IRA isn’t the world’s best-kept secret, ...
Read More → How Much Are You Losing in Idle Cash?
August 22, 2023 No Comments
By Jim Shellenberger, CFA, CFP® When we were kids, our parents likely told us to save money, especially for times when we might need it. ...
Read More → Emergency Savings: Your Financial Lifeline and How to Maximize Its Potential
June 26, 2023 No Comments
By Jim Shellenberger, CFA, CFP® When you encounter an emergency, it often goes hand in hand with an unexpected cost. Whether it’s a car repair, ...
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