Articlesby Brett Anderson, President, St. Croix Advisors, LLC
Changes to the Estate and Gift Tax Exclusions Are (Maybe) ComingBY BRETT ANDERSON/ST.CROIX ADVISORS, LLC The rules governing estate and gift tax exclusions are undergoing potential changes. You need to be aware of these to ensure you maximize your tax benefits. The...
Tips and tricks to help ensure a smooth tax filing process.
Referred to as the “child care credit,” this credit is primarily utilized for expenses related to caring for children. Here’s the breakdown.
It’s a great question I receive a few times a week; what is a Certified Financial Planner? I have a financial planner, but they are not certified? I keep hearing this term also; fiduciary. What does that even mean?
Create an Emergency Packet for your family. Whether physical or digital, it should include all the vital documents in one place.
Life is an incredible teacher, filled with countless lessons waiting to be discovered.
It’s a birth celebration like no other! I fondly remember the excitement of Christmas morning as a kid.
We may have reached the end of our Life Lessons for the year, but the real lesson is this: the lessons never end.
Visualization is a powerful technique that can help anyone realize their dreams. To harness this power in your everyday life, make a dream board!
You don’t have to be a professor to take a sabbatical. Whatever your career, spending time away will help you recharge your batteries and refresh your spirit.
One line from the movie Remember the Titans sums up trickle-down leadership culture better than any management book ever could: “Attitude reflects leadership.”
Don’t say “trust me”—these days, the phrase is practically meaningless. Instead, demonstrate qualities that will make me want to trust you on my own.
We all have choices, including the choice to do business with good people. Why waste valuable time with those who don’t have your best interest at heart?
We often say “poor” when what we mean is “broke.” Broke simply means being without material comforts; poor is a serious life-threatening condition.
We’ve all been blessed in our life, whether we realize it or not. Want to increase your quality of life? Share your blessings with the people around you.
We can prepare as much as possible, but we can’t predict everything. This is real life: shit happens, and sometimes all we can do is roll with the punches.
Every choice we make influences the direction of our lives. Many of these choices boil down to the same basic question: What’s more important, your money or your life?
The Benefits of Having Children BY BRETT ANDERSON/ST.CROIX ADVISORS, LLC Photo by Ben White Our messy, beautiful lives are filled with countless blessings, and for those of us who are parents, children rank among the greatest. Parenthood might not suit everyone, yet...
Whatever industry you’re in, at whatever level, personal and professional development is something all of us should focus on periodically throughout our careers.
Whatever you do, don’t retire with a mortgage—you want to kick back and enjoy your retirement, not spend your time worrying about making those monthly payments.
A recent trip to my dentist had me thinking about the financial responsibility of being a business owner. It’s all about which side of the check we want to sign.
I’m ready! What’s the next step?