The RISE Foundation, a nonprofit that empowers low-income workers to become self-sufficient through financial literacy programs, received more than $20,000 in a fundraising campaign initiated by Jay Healy, our founder and president.  On Giving Tuesday, held December 1, 2020, Healy committed to match donations to the RISE Foundation up to $10,000. The campaign started with a series of generous donations made by supporters of the RISE Foundation through a GoFundMe page and finished when... Read More

Election season is (mostly) over, and Joe Biden is preparing for his role as President in January 2021. While running for President, Biden proposed significant tax changes. But a big variable in his ability to achieve them will be driven by support of Congress and the Senate. Since control of the Senate won’t be determined until the runoff elections in Georgia in early January, it is impossible to predict if any of the proposed tax changes will actually come to fruition.  With... Read More

Like so much this year, #GivingTuesday will look and feel very different, not least because participants will respond to new and different priorities. Charitable giving has been a priority for many this year and we were inspired by how many of our clients, neighbors and friends have generosity committed to their favorite causes. These difficult times have truly brought out the best in many. If you’re still looking for ways to maximize your charitable giving this year, there are a... Read More

The coronavirus pandemic has created unprecedented disruption of the national economy and our daily lives, and we feel deeply for individuals and businesses that are struggling. The health and safety of our clients and community remain our focus, as we move further into the fourth quarter of a crazy year.  The CARES Act and other rules and regulations were passed by the federal government earlier in 2020. Some of the benefits from the law have expired, but others are still relevant.... Read More

"What are your plans?" Planning is central to adult life – our routes to and from work, our kids' after-school activities, our errands, even our meals. Consider how far ahead you plan – the end of the day, the week or the month? The longest-term plan you can put in place is your estate plan, which can intentionally create a legacy for you and your family.  Have you gone as far as to plan for what will happen when you’re no longer here? If your... Read More