Finances

The Cares Act: How Coronavirus Relief Affects Your Taxes and Planning

Mar 27, 2020

Coronavirus. COVID-19. It’s all anyone can talk about these days, and with good reason. And while ...

Coronavirus: Answering Our Clients’ Questions

Mar 25, 2020

News about coronavirus, aka Covid-19, is everywhere. Taking in the news, which changes daily or even...

Does Your Insurance Provide All the Coverage You Need?

Feb 21, 2020

Insurance is like a blanket. A blanket with holes in it isn’t useless, but it won’t give you the...

Surprise Medical Billing: What the Government Is Doing to Stop It

Feb 19, 2020

Medical care is one of the few things we purchase without knowing the price for it. Imagine walking ...

Secure Act Becomes Law: How It Affects Your Retirement Planning

Jan 31, 2020

Almost a year ago, we wrote a blog post referencing the SECURE Act, which stands for “Setting Eve...

Five Important Age Milestones Leading Up to Retirement

Jan 20, 2020

You have probably been saving for retirement (or at least thinking about it) for decades. All the wh...

Ten Financial New Year’s Resolutions for 2020

Jan 13, 2020

Happy New Year! Not only is it a new year, but a new decade. While these milestones are somewhat arb...

Seven Year-End Tax Planning Tips for 2019

Dec 18, 2019

There are only a handful of days left in 2019, and while you may want to spend them making merry, yo...

Five Ways Small Business Owners Can Lower Taxes

Nov 25, 2019

Most people who become small business owners do so because they have a great idea, service, or produ...

Should You Sell Your Life Insurance Policy?

Oct 14, 2019

You may have seen the ads on TV: an older couple happily discussing how they sold the life insurance...