Foot travel through wilderness is hard. Every time I go into a wild place, such as our mountain region parks or the north woods, I am reminded even using the best topographical software and incredible tools like Google Earth to plan a route, you...
Markets and Investing
Use Your Tax Refund to Fund Your Financial Future
If you were lucky enough to get a refund from Uncle Sam this year, resist the temptation to spend it on a vacation or a new set of tires. Instead, consider these ways you can use your refund to start or expand your nest egg. Pay Down Existing Debt...
Group 7even Awarded Best Ad Agency/ Marketing Firm in NWI
Group 7even is pleased to announce they have been awarded the NWI Business quarterly award for the Best Ad Agency/ Marketing Firm in NWI. Each year, the Northwest Indiana Business Magazine surveys its readers by asking them to vote for the best...
Property Taxes: Why do they differ and where do they go?
Paying property taxes may be a necessity all property owners are aware of, but knowing why they differ and where the money actually goes is a different story. The why and where questions surrounding taxes ultimately boil down to...
Spring Forward
Did you remember that this Sunday, March 13 is the time to “spring forward” and move your clocks up one hour in observance of Daylight Savings Time? In addition to changing the batteries in your smoke detectors in your home, take some time to do...
Mind on Money: Inflation’s threat to growth looms
My freshman son at IU has to take trips home or to Indianapolis three times in the next month or so for family obligations, so after he came home last weekend, I suggested he get an IU parking pass and take “his” car back to school until at least...
How to Figure Out Exactly How Much Equity You Have in Your Home
Home equity is the difference between what you owe on your mortgage and what your home is worth now. Interested to know exactly what that amount is? You can figure out how much equity you have in your home by subtracting the amount of money you owe...
It’s Important to Communicate Generosity
After nearly 29 years of helping families manage their money, I can definitively say that we Americans are for the most part just horrible about talking about money with our families. Now, don't get me wrong. I know families that like talking...
TCU suggests considering your tax return as a great option for a down payment on a new home
With the start of a new year bringing to mind fresh hopes and dreams, many make resolutions to work toward a goal that will improve both their present and future. With this propensity for improvement marking the beginning of 2022, as well as the...
Mind on Money: Step-up in basis can be advantageous tax tool
We recently helped a family with a planning situation in our practice that may serve as a good educational tool for other families. I’ve changed the details of this case, but the fundamentals provide the insight. A long-time married couple had...
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