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Save more, pay fewer taxes
Tax season can be a frustrating time for many Americans. While getting a check back from Uncle Sam feels good, you have essentially provided him with an interest free loan. In that light, owing money isn’t all bad because it...
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Tax questions to help U!
Whether you are filing as an individual, a household, or a business, there are a few questions you need to keep in mind this tax season. (Yes- it’s that time of year again!)
Read MorePodcast: Can I Afford to Retire?
Can I afford to retire? We get asked that question quite a bit, and many Americans are stressed about their current – and future – financial situation. We are here to help! Check out our very own Financial Advisor, Michael...
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New Year’s Resolutions: Getting Financially Fit
New Year’s Resolutions: Getting Financially Fit It’s that time of year again – New Year’s Resolution time. How did last year’s resolution go? If the answer is not good, you are not alone. In fact, New...
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New Year's Budgeting
Many challenges await the New Year and I don’t just mean accidentally writing 2020 for the next month and having to scribble it out. Fortunately, everyone stayed right in line with their budgets for the holiday season and there...
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Season of Giving
Happy Holidays, the season of giving. In addition to doling out presents to family and friends, the holidays are also a great time to give to charitable causes and help those less fortunate than yourself. Better yet, build giving into...
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Charitable Giving to Churches
We have devoted a lot of time to the topic of charitable giving. Whether it is incorporated into your annual financial plan, a general planned giving strategy or done on an as available basis, when done correctly donating to many of...
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Simple tips for Holiday Spending
Amidst all the season’s well-wishing and good tidings is an undercurrent of credit card debt and overspending. The holiday season tends to only add to the stress of savings and budgeting. Despite attempts at fiscal discipline,...
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A Winning Combination: Turkey, Stuffing, Health & Prosperity
This Thanksgiving season I hope we all have had time to reflect on what is most important to us and the things for which we are most thankful. For many of us, it is good health and family. When you go around the table during holidays,...
Read MoreVetting Financial Information Online
There is no question that in today’s information age we have unprecedented access to research right at our fingertips. From Millennials to retirees, we consume an inordinate amount of our information digitally.
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Investing: Before, During, and After an Election
The fact of the matter is, no matter what happens, there will be “Winners” and “Losers” from these election results. As investors, we want to be prepared for what investment actions would be best to make for each result in 2020.
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