Thoughts to help you Plan, Invest and Succeed

The 10 Golden Rules of Loaning Money to Adult Children

| Food for thought, SH&J Blog, Tips | No Comments
When faced with the decision of whether to loan money to adult children, parents are often unsure about the proper approach to take. They want to support their children, yet...

Inside the Economy with SH&J: Energy Consumption, The Impact of Inflation, and Personal Tax Cuts

| Economic Discussion, Economy, Larry Howes, SH&J Blog | No Comments

This week on Inside the Economy with SH&J, we take a look at U.S. Energy consumption and the historic and current sources of electricity production. In addition, we review how…

Making a Qualified Charitable Distribution vs. Donating Appreciated Stock

| Food for thought, SH&J Blog | No Comments
For individuals with charitable intent, there are many ways to satisfy a bequest, but which strategy maximizes the tax benefit of the donation? This depends largely on each individual’s circumstances...

Spending Tips for Retirees: What to Consider in a Retirement Spending Plan

| Food for thought, SH&J Blog | No Comments
Retirement can be a time for relaxing, traveling and exploring new hobbies. However, many seniors are not enjoying their retirement because they never created a realistic spending plan and their...

Veterans Shifting to Civilian Employment

| Food for thought, SH&J Blog | No Comments
As we celebrate the Fourth of July holiday with fireworks and barbeques, it is also a time to appreciate the men and women who have bravely served our country in...

Avoiding the 5 Most Common Mortgage Mistakes

| Economy, Food for thought, Investing, SH&J Blog, Tips | No Comments
For most people, a house is one of the biggest, most expensive investments that you'll ever make. The journey to homeownership is often an exciting milestone, but you must be...