by Suzanne Porske | Feb 12, 2026 | Uncategorized
Key Takeaways Here are some questions this blog aims to answer: How can parents or grandparents help with a down payment for adult children? What are ways to gift a down payment, and how do the annual gift tax exclusion and lifetime estate exemption work? Should you...
by Suzanne Porske | Feb 12, 2026 | Uncategorized
Three Numbers Every Woman Should Know Key Takeaways How much wealth are women on track to control in the next decade, and why does that matter? What does the life expectancy gap between women and men mean for how long money needs to last? How common is it for women to...
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...
