• New Year’s Resolutions to Get Your Business’ Legal Matters in Order

    It’s a new year and there’s no better time to ensure your business is on the right track. The beginning of the year is always a busy time, but addressing legal obligations will save you money by...

    • January 7, 2019
    • 0
  • 5 Resolutions to Enrich Your Retirement Plans in 2019

    In 2019 Americans still place improving their financial safety net at the top of their list of new years resolutions. Fewer Americans are spending money on things not needed and spending more than they earn. While many...

    • January 5, 2019
    • 0
  • End of Year Investment Strategies

    While the April 15 tax deadline might seem far away, the end of the year will have bearing on your investments and tax liability. Now is the time to consider and implement the following investment strategies to...

    • December 3, 2018
    • 0
  • Future Planning Using a Life Insurance Retirement Plan

    For the average person, saving for the future is a matter of taking advantage of the wide variety of available tools, such as 401(k)s or Roth IRAs through your job, working with a Certified Financial Advisor (CFA)...

    • July 10, 2018
    • 0
  • Rollover Your Retirement Funds

    Perhaps you have changed jobs. Maybe your old 401 k isn’t reaching its potential or it’s overly invested in one company. If you find another job with a company offering a 401 k or similar plan, just...

    • June 21, 2018
    • 0
  • Mid-Year Estate Plan Review

    It’s hard to believe we’re halfway through 2018 already. July will mark the mid-year point, which is the perfect time to review your estate plan, as the first half of the year can bring about many changes....

    • May 21, 2018
    • 0
  • 7 Keys to Successful Retirement Planning

    If you thought buying a home or scoring that promotion was hard, just wait until you start planning for your retirement. Building that long-term financial safety net takes years of planning, time and money, but those who...

    • March 2, 2018
    • 0
  • Small Business Owners Hire Their Kids for Tax Savings

    Now that last year’s tax return is filed it is time to find tax savings for this year going forward. If you are a small business owner – sole proprietor or husband/wife partnership – did you know...

    • February 15, 2018
    • 0
  • Tax Strategies for Real Estate Investors: The 1031 Exchange

    If you sell rental or investment property that will net you a gain upon sale, you can avoid capital gains and depreciation recapture taxes by rolling the proceeds of your sale into a similar type of investment...

    • January 10, 2017
    • 0
  • File Your Income Taxes Before Thieves Do

    Tax credits, exemptions, itemized deductions, dividends and capitals gains – you know that that means…it’s time to start working on those federal tax returns! And while Tax Day is still two months away, you might want to...

    • January 5, 2017
    • 0