by Suzanne Porske | Jan 14, 2026 | Uncategorized
Key Takeaways Treat tax strategy as a continuous process, not a once-a-year filing exercise. Coordinate with financial and tax professionals throughout the year to identify opportunities for efficiency. Review contribution limits, charitable rules, and estate...
by Suzanne Porske | Jan 14, 2026 | Uncategorized
Key Takeaways Emotions and biases might influence financial choices more often than most people realize. Behavioral patterns, such as loss aversion, familiarity bias, and herd mentality, can impact long-term results. Recognizing emotional triggers can help manage...
by Suzanne Porske | Nov 30, 2025 | Uncategorized
Key Takeaways and Suggestions for Successful Goal Setting Use SMART Goals for Clarity and FocusSet goals that are Specific, Measurable, Achievable, Relevant, and Time-bound. This proven method helps break big ambitions into manageable steps, keeps you focused,...
by Suzanne Porske | Nov 30, 2025 | Uncategorized
Key Takeaways A third of annual donations: About one-third of all charitable contributions are made in December. Donating before December 31 may offer tax advantages. New rules starting in 2026 (via the OBBB Act) may affect deductions for high earners and...
by Suzanne Porske | Oct 28, 2025 | Uncategorized
Caring for aging parents is one of the most profound acts of love a person can give. But it is also one of the most demanding, emotionally, physically, and financially. Whether you are already in this role or just beginning to prepare, understanding the true costs of...
