Category Archives: Financial Planning

2015 Charitable Tax Guide

Posted on February 3, 2015 by Camilla

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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Debunking a Few Popular Retirement Myths

Posted on December 10, 2014 by Camilla

Certain misconceptions ignore the realities of retirement Provided by Charles D. Vaughan, CFP® Chartered Retirement Planning Counselor Generalizations about money & retirement linger. Some have been around for decades, and some new clichés have recently joined their ranks. Let’s examine a … Continue reading →

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