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Get Your Investments Sorted Now!

By Ryan Gilmer, FPA, Investment Advisor   |  January 31, 2016

Learn what portion of income to invest.

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Get the right paperwork to claim charitable deductions

January 28, 2016

What supporting documentation do you need to claim charitable deductions on your federal income tax return?

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Make time for a conversation with your parents about finances

January 27, 2016

Discussing finances with your parents may be a talk none of you are eager to tackle. But addressing the topic can benefit your entire family by clarifying your parents? wishes...

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Be aware of inflation-adjusted 2016 tax numbers

January 27, 2016

Certain tax numbers are adjusted for inflation each year. This year, many of the numbers are unchanged or change only slightly from 2015 amounts.

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Keywords: 2016 tax numbers

Note upcoming tax deadlines

January 26, 2016

Tax deadlines are fast approaching!

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Keywords: tax deadlines

Retire on Your Terms - The Best Methods to Retire on Time


How to keep your retirement on schedule and avoid unexpected costs and pitfalls.

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Keywords: retirement plans  |   0 comments

What we all need to understand about the Affordable Care Act

By Kim Tanner, SPHR   |  January 15, 2016

The Affordable Care Act is here to stay and there are basics about the act we all need to understand...

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Keywords: aca, health care

Say Goodbye to Some of Our Creative Social Security Claiming Strategies


On November 2, 2015, the Bipartisan Budget Act of 2015 was signed into law. This changes some of the creative claiming strategies which have been part of plans...

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Standard mileage rates decreased for 2016

January 8, 2016

The standard mileage rates you can use to calculate your deductible vehicle expenses during 2016 for business, medical, and moving mileage have decreased from last year.

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Keywords: irs mileage

Tax extenders renewed; some permanently

January 8, 2016

In December, Congress extended tax breaks known as "extenders" retroactively to the beginning of 2015. In addition, the new law makes some of the rules effective through 2019...

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2016 Retirement Contribution Limits

January 8, 2016

Quick & easy chart to know your limits for this year.

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2015: Year in Review


Every once in a while, we get lost and end up driving in circles. It can be pretty surreal...

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December 2015 Market Insights

January 4, 2016

With most market indexes flat to negative in 2015, investors have been left wondering if there was any place they could have put their money this year that would have delivered respectable gains.

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