Gift Horses Aug 12, 2020 If you ever find yourself in the situation where someone gifts you a horse, don’t look at its mouth. There’s...
Open to Possibility Aug 12, 2020 If you’re used to a process, it’s a common mental block when it comes to doing something a different way. If you...
400 to 1 Aug 12, 2020 We all have them from time to time. Generally speaking, we don’t plan them out or try to schedule them,...
Credibility in Conversations May 14, 2020 Tip #7 discussed an easy conversation starter with donors called a Charitable IRA Rollover. The immediate tax benefit of writing...
Charitable IRA Rollovers…Part III May 14, 2020 If you still haven’ t taken a look at Tip #6, The Pen Is Mightier, we hope this month’s contribution...
An Easy Conversation Mar 3, 2020 Unless you’re in the business of finance, people tend to shy away from talking about their personal finances. In fact,...
The Pen Is Mightier Feb 6, 2020 …than the IRS! It sounds crazy, but it’s true if you’re over 72. That number means once you reach that...
Understanding An Acronym Feb 6, 2020 There’s not a lot of thought put into using acronyms. The only time we notice them is when we don’t...
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