As we near the conclusion of this tax season, I have been reflecting on how confusing the tax process can be.  For those who don’t live...

Introduction Are you a homeowner? Did you install any new systems in your home during the past year (such as a water heater, skylight, a...

The National Bureau of Labor Statistics did a study in August 2021 looking at the number of jobs that people born between 1957 and 1964,...

Your Savings, Investments, & Taxes TAXES. Love or hate them, if you live in the United States of America, you can participate in our...

With the advent of internet shopping and social media advertising, there has been a boom in small businesses over the last decade. In...

What happens when I sell a stock or bond that has increased in value? Have you been eyeing a new vehicle, rental property, or any...

It’s the super bowl for Financial Planners and Tax Planners! Ok, maybe that is a little extreme but every year the IRS announces changes...

Time flies! I was reminded of that saying this week as my wife began prepping for her 5th season of coaching high school girls'...

Why Charitable Giving Should be a part of your financial present and future As an investor, it’s up to you to decide what is important...

Social Security is a benefit nearly 1/5th of the country is currently receiving and the majority of working Americans pay into it. How is...