by Pete Tomassi | Dec 21, 2017 | Financial Planning, Retirement, Tax Planning
Tax Reform Both chambers of Congress have now passed the tax overhaul bill. It’s the first such overhaul in more than 30 years. The next stop is President Trump’s desk, where he is expected to sign it into law before the end of 2017. The tax overhaul...
by Pete Tomassi | Oct 17, 2016 | Budgeting, Financial Planning, Generosity
How Much is Enough? Is there an annual income level and spending level at which you and I can honestly say, “I have enough and I have spent enough, on me”? Yes, I think there is. And I’m not alone. According to a peer-reviewed study by Daniel Kahneman and Angus Deaton...
by Pete Tomassi | Oct 30, 2015 | Financial Planning
Reaching Our Goals and Realizing Our Dreams…”Winging It” or Plan? “Where did we ever get the idea that we can reach our goals and accomplish our dreams by ‘winging it’ in our financial world?” In what other areas of our lives does...