The Professional Part 2

The Professional

It is easy for humans to move toward the extremes. The “spender” is often frivolous to the point of recklessness. The “saver” is often frugal to the point of greed. The friend who loves golf only thinks about the next tee time and the friend who loves work is...
The Professional Part 2

The Price You Pay for College

Table of Contents: Merit Aid The Importance of Higher Education Your Personal Goals The Inside Scoop Higher education seems to have simultaneously become both a mandatory minimum and yet out of reach for so many young adults.  Ron Lieber, a New York Times personal...
The Professional Part 2

The Web of Charitable Giving

Table of Contents: How to Deduct Charitable Giving New Charitable Giving Rules Appreciated Securities and Donor Advised Funds Many More Charitable Giving Options Tax Law is About Incentivizing Behavior The tax law is written to incentive certain behaviors and penalize...
The Professional Part 2

Tracking is Everything

Tracking is Your Friend A new year is here. It is interesting how our human operating system is so tied to clocks and calendars. 9:00-5:00, Monday through Friday, monthly, quarterly, and annual cycles, Sunday religious rhythms. There is something special about the...