What it really means to be a financial team I have spent the last 8 years or more attending soccer events with my daughter. As many of you know, […]
Municipal bonds: Are they right for you? If you’ve been investing money for any length of time, you might be familiar with municipal bonds. You may also […]
Should I open a Traditional IRA or a Roth IRA? Woo-hoo! Happy April 15th! It’s Federal Income Tax Filing Deadline Day! No? Not a cause for celebration at your house? […]
2019 tax deadlines you don’t want to miss Deadlines, deadlines, deadlines: the dreaded word. Whether it’s making sure your dry cleaning arrives before the cut off time for […]
Tax time already? Preparing for your 2018 return In 2017, Congress passed the Tax Cuts and Jobs Act. This act made changes that will likely affect how you […]
The economy: form your own opinion There is certainly a lot of negative news on television and on the internet these days. Notably, regarding the trade […]
Inheritance: Pennies from Heaven, or Climate Change? “Some people see pennies from heaven, while others see climate change.” – Taken from the one panel comic strip “Rubes,” […]
QCDs: Charitable donations with a (positive) twist We’ve discussed the benefits of charitable contributions previously. Not only have many people benefited from a financial perspective, but from […]
Tips for a rewarding Spring Cleaning Checklist What is Spring Cleaning? Every year, humans around the world embrace a certain time of year to purge their homes […]
The benefits and gifts of giving “Giving” as a concept means giving something of yourself to others. This can be both financial and non-financial. Whether measured […]
The annual tax refund treasure hunt Spring time is in full bloom, and again we start the great annual treasure hunt during tax time. However, the […]
Thinking about an IRA? Now’s the time The recent stock market volatility has been an interesting ride for everyone – but within the changes lie financial opportunities. […]
