Tax-Advantaged Charitable Giving

In this clip, we discuss some strategies for donating both cash and stock. If you’re charitably inclined and looking for the best ways to donate, give this video a watch.

Gratitude Good For Your Finances

Gratitude can be good for your finances? We’ll share simple steps you can take in this week’s segment of Mike on the Money on WYFF News 4.

Talk Money Day: How to Have Impactful Conversations

Money Talk Day – how to have impactful conversations with your loved ones. And why it may be helpful to get started on some New Year’s resolutions today. Catch this week’s segment of Mike on the Money on WYFF News 4.

Calming Solutions to Common Financial Fears

Spooky season is here. But, let’s flip the script & give you calming solutions to some common financial fears. Watch this week’s segment of Mike on the Money on WYFF News 4.

Creating Retirement Tax Strategy

Creating a retirement tax strategy to maximize every dollar you’ve saved. Watch this week’s segment of Mike on the Money on WYFF News 4.

Overwhelmed With Your Financial Life?

Are you overwhelmed keeping up with your finances? Let’s help you get your money straightened out. Watch this week’s segment of Mike on the Money on WYFF News 4.

Planning Your Golden Years

Planning out your Golden Years? Retirement insights the focus of this week’s segment of Mike on the Money on WYFF News 4.

Say “YES”

So, 4 days before the final, I bought a plane ticket and a seat to the US Open. I debated only an hour or so. I shouldn’t spend the money, I shouldn’t take the time away from all my duties, shouldn’t shouldn’t shouldn’t. But I did.
Even in a rough market. Even in a recession. Even with gas prices and travel costs at a high.

How Do You Prepare For Change

Early August is always an emotional time for me. I don’t know if it is the
suffocating heat and fluctuating barometric pressure, or the shortening days
signaling the end to the lazier ways of summer, but I tend to feel a little down and
fatigued this time of year.