Many of our client and professional advocates have asked us in response to the market volatility of the first two weeks – “Is this going to be another 2008”? Since 2015 was the first time in 7 years that the “stock market” was down and 2016 has started much the same way it leads to…
As the end of the year approaches, we know you might be busy with holidays, family, and travel, but it is also a good time to do some last-minute tax planning. As a courtesy, we want to provide you with a few eleventh-hour tax tips you may find useful. Although tax planning is rarely fun,…
Uncle SAM can help you with your yearend charitable giving. Here are two ways that you can use the tax laws to make charitable gifts and reduce your taxes at the same time. Charitable Contributions of Stock You should consider donating appreciated stock from your investment portfolio instead of cash. Your tax benefits from the…
According to Wikipedia, “I’ll show you mine if you show me yours”, is a game in which young children compare…. Well you know what I am talking about. “It is driven by curiosity and the thrill of breaking the taboo.” Just the title of the article either made you giggle or be slightly outraged. That…
Will you begin your own adventure of filling out your company benefits ahead of time? Or will you complete the package at 10 p.m. the night before it is due? Do you want to Be a Financial Olympian about your company provided health benefits? Here are my top 5 recommendations for you to Be a Financial Olympian with…
“The big picture doesn’t just come from distance; it also comes from time.” –Simon Sinek, bestselling author of Start with Why The answer is truly quite simple, and is shown to us over and over by The Millionaire Next Door, a book I have referenced many times. The wealthy achieve prosperity slowly and steadily. They…