Blog

Do You Have A Bad Financial Planner?

A financial planner is supposed to help you keep your financial planning on track, but that is not always the case. Knowing how to properly vet a planner will save you time, money and stress.

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Target-Date Funds

In concept, target date funds can be terrific options for certain shareholders.If you’re considering a target date fund or want to learn more, give me a call so that we can walk through the pros and cons together.

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Bill Gates

Whether you are Bill Gates, Warren Buffet, or just an ordinary Joe, the gifting principles, tax benefits, and philanthropic rewards of charitable giving can be relatively the same, regardless of how large, or how small, your gifting program.

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A Small Business Owner’s Guide to Payroll  Taxes

Payroll taxation is just one of the many tax issues facing business owners. This article is meant to serve as a general overview. A qualified tax professional can help you ensure your business is on proper payroll tax footing.

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The Equifax Breach

A massive data breach at Equifax has compromised up to 143 million people's personal information. If you’re married and have 4 kids, it’s very likely that 3 of you are impacted.

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The ABC’s of Estate Planning

Regardless of your net worth, take steps now to help ensure that your intentions will be followed as directed and that provisions will be made for your loved ones.

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401K Plans for Small Business Owners

While an obvious advantage to a 401(k) and other qualified plans is the ability to take a deduction today and postpone paying taxes until tomorrow, it is clearly not the only advantage. Even more important is the ability to invest employee retirement funds on a tax-deferred basis. As a result, whether tax rates remain the same or increase, a 401(k) ...

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Helping Aging Parents Manage Their Personal Finances

With increased longevity in the U.S. population, many retirees may find themselves in the position of helping elderly parents or relatives to manage their finances. If you have an aging parent or relative in need of assistance, consider the following information.

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