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...
by Suzanne Porske | Oct 28, 2025 | Uncategorized
Key Takeaways The holidays are a great time to start important family financial discussions. Discuss your financial situation, estate strategy, and legal preparations with adult children. Make sure your loved ones know your income sources, account access, and...
by Suzanne Porske | Sep 22, 2025 | Uncategorized
If you’ve recently taken a more active role in your parents’ finances, you’re not alone. Many adult children are helping their aging parents with everything from paying bills to making healthcare decisions—and increasingly, protecting them from fraud. Unfortunately,...
by Suzanne Porske | Aug 11, 2025 | Uncategorized
The last quarter of the year is crunch time for tax, retirement, and estate planning.As December 31 approaches, opportunities for tax savings, retirement contributions, and estate updates start closing fast. Acting now could make a meaningful difference for your 2025...
