Tag Archives: Financial Education

2015 Charitable Tax Guide

With new rules changing the tax picture for many clients, it’s a good time to review IRS regulations surrounding charitable donations.  Here’s what to keep in mind when deciding on donations in 2015. Provided by Charles D. Vaughan, CFP® Chartered Retirement Planning … Continue reading

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What’s Fueling the Drop in Oil Prices?

How long will it last? Who wins & loses from it?  Provided by Charles D. Vaughan, CFP® Chartered Retirement Planning Counselor On the New York Mercantile Exchange, a barrel of light sweet crude is currently worth well under $60. Prices have dropped … Continue reading

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