March 2018 Market Insight
It’s a good time to unplug… not from your investment strategy: from the media!
April 3, 2018
Resources
Preparing Your Children for Adulthood through Financial Literacy
As a financial advisor, I learn a lot about clients’ short and long-term financial goals through many conversations and building relationships with them. I also
April 1, 2018
March 28, 2018
Stay prepared to sell your business
If you enjoy running your own business, selling it may be the furthest thing from your mind. But the reality is that eventually an opportunity to sell will come, whether due to your own life changes or a perfect buyer walking in the door. Planning, often years in advance of the sale date, is necessary to get the most value for the love, sweat and tears you’ve invested. Here are some tips to stay prepared.
March 23, 2018
Great uses for your tax refund
Most Americans get a refund every year, with the average check weighing in at $2,895 last year. Even though it’s really money that they earned, many people are tempted to treat it like a windfall and splurge. If you can resist that temptation, here are some of the best ways to put your refund to good use.
March 23, 2018
When an extension makes sense
While most people should file a tax return by April 17, you have the option of delaying your filing date until Oct. 15 with a tax extension.
March 23, 2018
Tax breaks for 2017 tax return revived
In early February, Congress passed a federal budget bill that revived several expired tax breaks for the 2017 tax year.
March 5, 2018
Why you may want to rethink your estate plan in 2018
The Tax Cuts and Jobs Act signed into law at the end of 2017 sets the estate tax exemption at $11.2 million per individual for 2018.
March 5, 2018
March 5, 2018
