We’re moving into tax season. Here are some of the red flags that might get the attention of the IRS. ...more
Tax
March 05, 2024•5 min read
As we move into 2024, it’s a good time to review your understanding of what it means to be financially fit. It’s more than just having a pile of money. It’s more about knowing how to live with it. ...more
Financial Planning
February 06, 2024•2 min read
Here's some key data that can equip you for prudent tax planning. With this month’s article we'll dive into some tax details and take a look ahead into the coming year. ...more
Retirement ,Tax
January 05, 2024•7 min read
The Bible story of the virgin birth is at the center of much of the holiday cheer this time of year. Some people think Mary and Joseph were mistreated by a greedy innkeeper, who only cared about prof... ...more
Economy
December 18, 2023•3 min read
It’s that time of year when you make lists…and then check them twice. This month's article is designed to help you check off your year-end financial to-do items. ...more
Retirement ,Financial Planning &Tax
December 07, 2023•6 min read
Many of us will need long-term care at some point in our lives. With this month’s article, you can begin the process of assessing your potential need for long-term care and how to plan for that need ...more
Long-term care
November 03, 2023•5 min read