Financial Planning Tips for Women
Financial planning for women can come with unique circumstances that need to be considered when establishing a financial plan. While goals are always personalized to each family or individual, women …
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The Investment Industry Today and Tomorrow and What That Means to You
The investment industry is changing and understanding this can be important to you and your financial future. A short history of the investment industry will provide perspective. The formal origins …
Tax Savings & You
Income tax rates have been reduced by the tax act of 2018 and so we don’t need to focus on tax savings like we did in the past. True …
Investing for Women
We all have similar reasons for investing. The most common goal among all investors is preserving and growing assets for retirement. The most important factors used when constructing investment portfolios …
Q&A with a CDFA® (Certified Divorce Financial Analyst)
Read our latest interview with Mallory Labik, our in-house CDFA®. This blog reviews the importance of speaking to a CDFA® before or during a divorce. Learn about how working with …
Trade Wars
Q) What’s happening and who’s involved? A) Even preceding his time on the campaign trail, Trump has long been a critic of U.S. trade relations with China. His …
Tax Benefits and Retirement Plans
With all of the talk today about tax reform, I am still surprised that the majority of people I talk to, from business owners and executives to rank and file …
Taxes and Your Board of Directors
Tax time has a way of making us resolve to save taxes going forward. But that inclination feels a bit like the story about horses and barn doors. It is …
Estate Plans: A Part Of Your Financial Health
Estate plans are not a simple “set it and forget it” set of documents. It needs to be a living, breathing document that evolves with the changing needs of you, your …
How can the new Tax Laws work for you?
On December 22, 2017, President Trump signed into law the Tax Cuts and Jobs Act, which has been the most significant tax reform we have seen in over 30 years.