Latest News

How Retirement Spending Changes with Time January 7, 2021

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Year-End Charitable Giving and You December 2, 2020

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The Secret to Moving the Needle on Your Credit November 17, 2020

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Lesser Known Provisions of the Secure Act November 3, 2020

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Caring for Aging Parents October 20, 2020

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Your Emergency Fund: How Much Is Enough? September 10, 2020

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Four Really Good Reasons to Invest August 6, 2020

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Cheat Sheet to Sending your Child to College July 15, 2020

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Market Timing and Your Investment June 5, 2020

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Spending Triggers May 5, 2020

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Small Business Relief

We came across a very helpful link with some solid information on assistance for small businesses.  Our key notes are below, but please click on the link at the bottom of the page for more information from the US Chamber of Commerce. We may add to this post. Check back or follow us on Facebook […]

Dirty Dozen Tax Scams to Watch Out For

mom doing bills

Every year the Internal Revenue Service (IRS) releases its list of tax scams, spotlighting the myriad ways that people try to separate you from your money.¹ Identity Theft Using your personal information, an identity thief can file a fraudulent tax return and claim a refund. If you’ve been a victim of stolen personal information, you […]

Legacy Planning

Happy three generation family sharing a mealtime together

A common misconception about legacy planning is that only the very wealthy leave legacies. But nothing could be further from the truth. That’s because your legacy is about far more than the money or assets you leave to loved ones or the organizations you support. It’s also about the family history, values and traditions you […]

Understanding the new small business tax deduction

One of the central pieces of the Tax Cuts and Jobs Act is corporate tax reform. Corporate tax rates were cut to a flat rate of 21% from 35% Tax rates lowered Still, most U.S. companies are not large corporations, but rather small businesses. The Small Business Administration defines a small business as one that […]

Tax Planning Checklist

ornaments

Happy Holiday Greetings, As year-end approaches, I want to send a quick reminder about important tax planning deadlines. The following checklist can help you simplify and manage these critical deadlines as you take advantage of opportunities to help reduce your 2017 tax burden.  December 31st marks the deadline for:   Gifts and Charitable Contributions:  Making tax-year […]