Your New Year financial checklist Before 2019 comes to a close, it’s a good time to run through a financial checklist before the New Year. […]
529 plans: tax-friendly education expense planning In recent years, College Savings Plans -— also known as “529 qualified tuition programs” -— have become a very popular […]
Start your charitable giving journey At the outset of my marriage, my wife and I were approached by one of my friends who, at the […]
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 […]
