Tag Archives: Financial Preparation

The Value of Double-Checking Your Retirement Strategy

Posted on May 19, 2015 by Camilla

As you approach your “third act,” does it need to be adjusted?  Provided by Charles D. Vaughan CFP® Chartered Retirement Planning Counselor Motivational speaker Denis Waitley once remarked, “You must stick to your conviction, but be ready to abandon your assumptions.” That … Continue reading →

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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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