25 April, 2024 Financial Planning

Planner's Corner: Bare Trusts

You may have heard about the need to report bare trusts when filing your tax return from your accountant or financial institution. Below we provide information on what is a bare trust, why it is important, what the recent commotion was about and my thoughts...

25 April, 2024 Special Reports and Newsletters

Bloom Where You Are Planted: Honduras 2024

Several of you have asked for more information and pictures about my annual trip to Honduras. From January 15-26, I was one of a group of nine that mixed concrete and helped build latrines, floors and pilas (water storage) and developed relationships...