Is charitable giving important to you? Are tax savings important to you? Well, I like both of those things too. Giving can be so rewarding and worth every penny. But if there’s also an opportunity to save some money on taxes while you’re at it, that sounds good to me.

With that in mind, let's take a look at a few changes to the tax rules from the One Big Beautiful Bill Act pertaining to giving that are going into effect next year. Some may help you, some may hurt you. But it's good to be aware.

As my clients and I enter the Tax Planning season, where we analyze and make projections about how we can save on current and future taxes, one area we like to look at is savings from charitable giving.

If you are already giving or looking to start, you might as well do it in a way that saves you a little on taxes as well. Let’s talk about a few ways to do that.

We all know the familiar saying that money can’t buy happiness. But is that entirely true? Can’t the way we handle our money, the priorities and values we have around spending money, and ultimately the things, experiences, or people we spend money on… effect our happiness?

Let’s talk about a few ways that money can play into our happiness, including a study done on the matter which had interesting results.

In Part 1 of this quick two-part series on bonuses, we looked at how to deal with the uneven cash flow aspects of receiving large bonuses.

In this installment, we’re going to go into more detail about different ideas of what to do with the money.

Bonuses. They’re the best, no?

A nice infusion of cash that comes in and opens up so many opportunities.

A common issue people run into is how to deal with the “cash flow” aspects of receiving a large bonus. In this post, we’ll look at a couple of different ways to deal with the issue of having uneven cash flow, illustrated with specific examples.

“If she’s being abused by her partner, why doesn’t she just leave?”

This is a common question about survivors of intimate partner violence (IPV).

In this guest blog post, Kimberly Klein outlines some basics about IPV and economic abuse, and discusses a few connections to financial planning and long-term economic stability in the lives of IPV survivors.

Thinking about retiring?

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

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

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.

“Why do we do a thankful tree?”

Our 4-year-old asked the question as he stretched precariously to place a construction paper leaf on the highest branch he could reach.

We don’t know when we started the tradition. We think it was at least 10 years ago now. But every day between November 1 and Thanksgiving, each member of our family writes something they are thankful for on a construction paper leaf, and adds it to a “Thank Full” tree made of discarded branches.

— To read more about how gratitude, giving, and financial health intersect, click below.