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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.

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.

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.

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.

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.

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.

How much do you really know about estate planning? This trivia will entertain and educate you.

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) plan remains a valuable tax planning tool for small business owners.

I have reached an age where the Rock & Roll legends from my generation are dying. The past year saw David Bowie, Glenn Frey, Prince, George Michael, Chuck Berry, and J. Geils – among many others – join that great rock band in the sky.

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.