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 ...

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 ...

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 ...

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, ...

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.  ...

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, ...