Is It Worth It to Amend Your Return?
Whether it makes sense to amend your return depends on which of these situations you’re in
July 20, 2018
Resources
Become Debt-Free
The average household carries $137,063 in debt, while the median household income is less than $60,000, according to data from the Federal Reserve and U.S. Labor Department. While it’s easy to get into debt, it can be hard to get out. Here are five t
July 16, 2018
How Long Will It Last?
Part of financial planning is having a sense of how much it will cost to replace your possessions when they break down or wear out. Many of the big-ticket consumer products may cost more to replace and wear out sooner than you think.
July 9, 2018
June Market Insight: Tariff Tantrums
2018 continues to be a bumpy ride as President Trump moves on with his “Make America Great Again” agenda. The president broadcasted his intentions throughout his presidential campaign…
July 2, 2018
Five Tax Breaks for New Parents
New parents have their work cut out for them. Not only are they dealing with lost sleep, they also face the extra cost of raising a child. At least there are a lot of potential tax breaks available to them. Check out this list.
July 2, 2018
Top 5 Biases that Impact Investment Decisions
As financial advisors, we use facts and logic to guide our clients through investment decisions, rather than emotion. Even the most perceptive investors, armed with
July 1, 2018
June 28, 2018
Overview of Provisions of the TCJA Affecting Individuals
The recently enacted Tax Cuts and Jobs Act (TCJA) is the most significant tax package in 30 years. Here’s a look at some of the more important elements of the new law that may impact you.
June 25, 2018
Overview of Provisions of the TCJA Affecting Businesses
The recently enacted Tax Cuts and Jobs Act has overhauled of many parts of the Internal Revenue Code. Here are some of the most important provisions in the new law that affect businesses.
June 18, 2018
