December 2, 2019

December doesn’t feel like tax season, but year-end is one of the best times to consider your tax situation since many tax-saving strategies require action before December 31st.  Once April arrives it is often too late to impact your tax situation and your CPA is simply recording what happened way back in 2019.  By taking action now, you...

November 25, 2019

It has been an exceptional year for stocks and the S&P 500 is hitting new highs.  The rally continues to be broad, with all the S&P 500 sectors but energy posting double digit gains this year.  Of course, it is at just these points that we begin to wonder how long the rally can last.  Certainly, the stock market is not cheap, but this ral...

November 11, 2019

As we move into the holiday season families across the country will come together – and refuse to talk about money.  Admittedly, talking about finances and estate planning can be a sensitive topic and getting mom and dad to admit they need a little help may be even more difficult.  Here are a few tips for having a family estate planning c...

October 28, 2019

New retirement legislation, known as the SECURE Act, has passed in the House of Representatives, has bipartisan support in the Senate, and is showing promising signs of becoming law by the end of 2019.  The law makes several significant changes to retirement accounts, including pushing back Required Minimum Distributions from age 70 ½ to...

October 21, 2019

Do you remember when you first graduated from High School or College?  Most of us were filled with a strange mixture of fear and excitement.  We were nostalgic as we remembered the good times we had, and the friends we made.  We were also glad to finally be ‘done’ and excited for the next phase of our lives, full of hope and goals for car...

Please reload

Request a Meeting
Recent Posts

December 9, 2019

November 25, 2019

Please reload

Featured Posts
Please reload

Categories
Please reload

Books