• Facebook - Black Circle
  • Twitter - Black Circle
  • YouTube - Black Circle
  • Instagram - Black Circle
Recent Posts

March 26, 2019

Retirement planning for couples with a large age gap can lead to some interesting planning issues. My significant other is 17 years my senior, so some of these issues come into play when thinking about planning our financial future. An age gap can affect many retiremen...

February 16, 2019

In this interesting article, Andrew Henderson of Nomad Capitalist takes on the sometimes trendy idea to reduce your tax burden by moving to Puerto Rico. Henderson gives a great deal of explanation for how you might do this along with the pitfalls you should avoid. Here...

February 2, 2019

As a parent, it’s likely that one of your dreams for your child is that she will go to college. After all, Benjamin Franklin said, “An investment in knowledge pays the best interest.”

According to the 2017 Fidelity Investments College Savings Indicator Report, 72% of fa...

After almost a decade of record low interest rates, over the last 24 months the US Federal Reserve has been incrementally increasing rates. The US Fed is charged with helping maintain inflation targets as well as contributing to economic stability.  They primarily do t...

For more than three decades companies have been able to deduct 50% of meals and entertainment expenses directly related to business activities. This included taking potential clients, employees, or other business associates to lunch. It also included meals while on bus...

June 19, 2018

Another six months have come and gone for this calendar year. Every year time seems to progress faster, and every year life brings forth something new that we may or may not have expected. It’s easy for us to feel as if multiple situations in our lives are outside of o...

Are your finances in need of a face-lift?  When opening your bank statement or confronting your credit card statement gives you the shakes, it’s time to do a thorough spring cleaning.  Here are some tips for revamping your wallet and putting your mind at ease....

What is rebalancing?

Rebalancing is a smart way to control your risks in investing. It realigns your portfolio back to its original asset allocation. The rebalancing process consists of selling what has become a larger piece of the portfolio than you originally intended...

If you keep your eyes and ears open to the technology or investment world, you may have heard about the various technologies above. As wealth management advisors we run across all sorts of amazing investment opportunities at least weekly. Some times these are global tr...

January 16, 2018

The recently signed tax reform bill will bring about the most substantial changes to the US tax code in decades. A summary of the major changes impacting individuals and families is listed below.

Adjustment of Personal Tax Brackets

Most rates at which income is taxed hav...

Please reload

Please reload

Archive