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So far Janae - BPetersonDesign has created 38 blog entries.

How to Avoid Charitable Giving Errors


Individuals, foundations, bequests, and corporations gave an estimated $449.6 billion to U.S. charities in 2019, according to findings in Giving USA 2020. Individuals accounted for an estimated $309.7 billion, up 4.7% in 2019 versus the prior year. We tend to think about charitable donations around ...

How to Avoid Charitable Giving Errors2021-05-12T12:16:46-06:00

The Covid Economy, a Year Later


This time last year, the World Health Organization recently had declared that the spread of Covid-19 constituted a worldwide pandemic. Stringent measures in the U.S. were being taken to slow the spread of Covid and “flatten the curve.” The lockdowns and shelter-in-place orders dealt a ...

The Covid Economy, a Year Later2021-04-12T11:29:44-06:00

What to Know About Biden’s Proposed Tax Policy


To fund his large-scale infrastructure initiative, President Biden is planning to increase taxes. While these plans are still subject to significant change, it is time to start learning about the proposed changes to see if you could be affected. Forewarned is forearmed. Today’s tax rates ...

What to Know About Biden’s Proposed Tax Policy2021-04-12T16:00:48-06:00

Avoiding 7 Retirement Traps


You have saved and invested for decades and you are gearing up for retirement, or maybe you have already left your job. While the idea of leaving your career behind may be appealing, it is a monumental change that can also be unsettling for some ...

Avoiding 7 Retirement Traps2021-04-12T11:27:05-06:00

Money Problems Couples Can Avoid


“Stop in the name of love, before you break my heart.” We know The Supremes weren’t alluding to the pitfalls couples face when they grapple over money issues. But our own experience tells us that money plus love can lead into minefields we’d rather ...

Money Problems Couples Can Avoid2021-03-30T10:54:07-06:00
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