"When you think about your finances, how far into the future do you tend to think and plan? Days? Weeks? Months? Years? Decades? Generations?"

This is a question I often ask people during the prospective client process, as how someone answers is very helpful in understanding their financial approach.

How far ahead do you think?

Thinking about retiring?

There’s a lot to unpack. Lots to consider.

Just to get the juices flowing, here are 15 quick ideas.

Everyone does tax preparation, yes? Maybe you prepare your taxes yourself. Or maybe you hire a tax professional to do it for you.

But not too many people do tax planning.

Do you? Should you?

Behold. The end of the year is upon us.

If you’re anything like me, you probably lay in bed late at night wondering whether there are any additional last-minute strategies you can enact to optimize your finances.

That's how everyone thinks, right?

Good news! No need to miss out on your beauty sleep anymore, as there are some ideas below.