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Blog

Bruce Hanks | Apr 13, 2021

Charitable donations can mean big tax deduction—unless you donated to a fraud

Donations to charities are a win-win when it comes to filing taxes. You can feel good about helping a cause you care about as well as write off the donations to
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Compass on wood table.
Bruce Hanks | Apr 8, 2021

The Biggest Reasons to Own Life Insurance

Most financial planning experts agree that life insurance should form the foundation of everyone’s financial plan.  For most families, their most basic
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Dandelion blowing in the wind.
Bruce Hanks | Apr 6, 2021

Financial Win-Win: Give to Charity and Avoid the Income Taxes on $100k

The tax code, with all of its hundreds of pages of regulations, stipulations, and loopholes always leave something be learned. Not only is the U.S. Internal
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Person sitting on dock staring out at water.
Bruce Hanks | Apr 1, 2021

When Whole Life Insurance may be the Best Option

For generations a debate has raged on over whether it’s best to buy whole life insurance or to buy term life insurance and “invest the difference”.  Proponents
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Bruce Hanks | Mar 30, 2021

6 Tips for a Cheap Valentine’s Date

Roses are red, violets are blue, Valentine’s Day can be cheap, hooray for you!
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Bruce Hanks | Mar 25, 2021

Infographic: 6 Easy Organization Tips to Take Time off of Taxes

6 organization tips taxes.jpg

Resources:

  1. https://blog.mint.com/how-to/how-to-organize-your-tax-records-and-receipts-0214/
  2. http://money.howstuffworks.com/personal-finance/personal-income
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Calculator with financial numbers.
Bruce Hanks | Mar 23, 2021

Why Solo Practitioners Should Not Forget About Business Overhead Expense Insurance

At 36 years old, Jennifer had it all – a growing practice, 3 excellent employees and a beautiful suite in a new medical complex. Having spent considerable time
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Bruce Hanks | Mar 18, 2021

Financial Planning in Your 30s: The 3 Goals Every 30-Something Year Old Should Have

30 is a divisive number. To the young, it’s the time when you’re thrust into full blown adulthood, whether you’re ready or not. To the young at heart, 30 may be
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Row of townhomes
Bruce Hanks | Mar 16, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Bruce Hanks | Mar 11, 2021

Infographic: What's Your Risk Management Plan?

6 organization tips taxes.jpg

 

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal

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Senior couple in a meeting with a financial professional
Bruce Hanks | Mar 9, 2021

The Risk of Reverse Dollar-Cost Averaging for Retirees

What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?
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man using a laptop
Bruce Hanks | Mar 4, 2021

Understanding Exchange-Traded Funds

Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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