Retirement Contributions – Make 401k, IRA or employer contributions. Charitable Contributions – Give cash or appreciated investments to your favorite charities. 2021 Reflection – Did I save, give, spend intentionally, and pay off what I had planned? If so, celebrate! If not, why? 2022 Plan – How much will I save, give, spend intentionally, and…

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You have probably been reading about inflation concerns lately. I recently read a great article outlining where inflation is and isn’t according to the Bureau of Labor Statistics. Here is the article In summary, here are the top 4 categories that have seen the highest and lowest price increases Highest Rental cars Gas Used cars…

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I recently traveled internationally with a group of business men. Traveling without my family forces me to consider their situation if I was “promoted” (died) unexpectedly. It’s uncomfortable and sad to think about this, but I’d rather be prepared than avoid discomfort. Here are the questions I asked myself before my trip: Will my family…

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