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Taxes and disability issues: An overview

July 23, 2014

Do you live with a disability, or care for someone who does? If so, you may have disability-specific tax questions about income, deductions, and credits. Here’s an

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Keywords: disability, tax, taxes

Ask the right questions before you start a business

July 23, 2014

There are several questions you must answer before you even consider starting a new business. Unfortunately, some would-be-entrepreneurs spend more time planning their su

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Scams target seniors

July 23, 2014

Seniors are a favorite target of scam artists. According to one survey, seniors over the age of 60 have lost nearly $3 billion a year to financial fraud. Here are a few o

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Keywords: scams, seniors

What can I give?

By Aaron Bates, CFP, Investment Advisor   |  July 3, 2014

Would you like to give a large cash gift to someone in your family without tax consequences?

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Retirement and Social Security 101: Timing is Key


As our clients approach their transition to retirement, they typically want advice on two specific Social Security topics: when to start taking benefits and leveraging claiming strategies.

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Recap From the Morningstar Investment Conference

By Ryan Gilmer, FPA, Investment Advisor   |  July 3, 2014

Every June, we attend the Morningstar conference in Chicago. Financial advisors from all over the country come to discuss the current investment landscape, network, share ideas, and learn from each other.

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Keywords: investments, morningstar  |   0 comments

Make summertime tax-cutting time

July 3, 2014

During warm summer days, you may be tempted to forget about serious things like taxes. But that could lead to a higher 2014 tax bill.

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Keywords: tax, tax planning

Check the tax rules when your job situation changes

July 3, 2014

When your job situation changes, your taxes could be affected. Here are four issues to keep in mind

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