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Holiday Gift Giving - Financial Planning Tips for Leaving a Legacy

November 13, 2018 BY Shanna Tingom, AAMS®

As you think about holiday gift giving, you might not think about financial planning tips for leaving a legacy to your heirs but it is an important consideration. When I work with my clients, we have..

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Shop Local and Save Money Holiday Shopping

November 1, 2018 BY Shanna Tingom, AAMS®

It’s that time of year again. For many of us it’s merry plus a lot of stress. Money, budgets, and a sense of obligation often make us spend more than we should only to regret it in January when the..

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What do Vacations and Financial Planning have in Common?

September 25, 2018 BY Shanna Tingom, AAMS®

When it comes to personal financial planning, it can be quite confusing if you’re not sure of your goals. It’s the same if you don’t have a destination for your next vacation!

Each year my husband..

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Tax Tips for Your Investments

September 19, 2018 BY Shanna Tingom, AAMS®

There are two things you can count on in life – death and taxes. In either case, what you do today can save you later. While I don’t know the secret to living forever, I do know about planning a..

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