User Beware!

In two recent conversations, one with a client and another with a much loved aunt, I learned they were using a bank account debit card for everyday purchases. I thought everyone was aware that debit card fraud has become a major risk that we all should want to avoid. [...]

2019-09-05T11:39:58-04:00September 5th, 2019|Financial Planning & Money Management|

Summer Fun and Financial Preparedness – They Can Go Together

Summertime is often a favorite time for families to get together at the beach house, the lake house, or other places of cherished family memories. If you are planning a backyard get-together or a more elaborate gathering, consider adding something significant as well as memorable to those precious moments together. [...]

2019-06-11T15:04:48-04:00June 11th, 2019|Financial Planning & Money Management|

How a Financial Plan Can Help You Achieve Your Bucket List

We spend a lot of time daydreaming about and planning how to achieve our goals. Charting a new career, creating a bucket list, helping a loved one reach success, and other goals all have financial implications that deserve consideration. This is where a financial plan comes in. The goal of a plan [...]

2019-06-11T14:53:42-04:00June 11th, 2019|Financial Planning & Money Management|

James Richardson Named One of Best-In-State Wealth Advisor

James M. Richardson was named to the list of “Best-in-State Wealth Advisors” published by Forbes magazine. The list recognizes financial advisors who have demonstrated high levels of ethical standards, professionalism, and success in the business. The rankings are based on data provided by over 11,000 of the nation’s most productive [...]

5 Tips for Buying a House in Today’s Competitive Market

Today’s housing market is creating more and more hurdles for homebuyers. According to The National Association of Realtors, the number of homes for sale has steadily declined over the past three years. At the same time, interest rates hikes are increasing monthly mortgage payments. In this competitive environment, potential homebuyers [...]

2019-03-20T13:34:28-04:00March 18th, 2019|Financial Planning & Money Management|

New Tax Law May Limit Your Deductible Charitable Contributions

I was recently at a gathering of friends and the discussion turned to the new tax law. Several of them admitted they may not be able to deduct annual contributions to their favorite charities due to these recent changes. While I don’t know if this fact will alter their commitment [...]

2019-06-11T15:31:36-04:00July 5th, 2018|Financial Planning & Money Management|

Facts About Taking Social Security Abroad

A new report from International Living describes various ways retirees can access their benefits from abroad, allowing Baby Boomers to retire sooner and more comfortably where their dollars stretch. As retirement funds shrink and the buying power of a Social Security check declines, living for less in a good-value locale overseas is looking smarter to many. It's one way to [...]

2018-04-02T16:40:00-04:00April 2nd, 2018|Financial Planning & Money Management|
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