Pat and Kelly, new parents, made a couple monthly budget adjustments upon the arrival of their first child. First, due to the added cost of day care and
Credit Management in the 21st Century
In today’s world, good credit is a necessity. Today, our credit score affects much more than our ability to buy a house
The Trump administration’s new tax reform bill was signed into law in December of 2017, representing the first major tax change in over 30 years. The changes
For some a car is simply a means of getting from point A to point B. For others it’s a status symbol. Cars are a hobby, a passion, for some and necessity for
We’re all familiar with fitness fanatics, raving about life changing workouts guaranteed to get you into tip top shape. While there is a new fitness craze in
So you’ve got your degree, now what?
These days, only on television is landing your dream job after graduation a thing that could actually happen. The reality
The annual meeting is rescheduled to sometime later this quarter and the family reunion is sometime next summer, but like certain holidays and your birthday you
It’s tax season again, and a question we get from a number of clients after receiving their yearend statements is, “Are my investment advisory fees tax
Here’s a thought: retirement doesn't mean the end. It doesn't mean an end of self-importance or purpose, it just means a new chapter—a paradigm shift of what
As the saying goes there are two things that are inevitable: death and taxes. And, out of those two sure things, you can only really plan for your taxes. It
All investors – be they conservative, moderate or aggressive – need to understand that the level of returns they expect to generate is directly related to the
Remember way back to your first paycheck. The moment you open the envelope anticipating the windfall when all your hard work pays off. Then, like a swift kick
