Replacing Taxes With Tariffs

Replacing Taxes With Tariffs

It is time for America to have a discussion about how much it spends and how it pays for it ...more

Tax

June 17, 20247 min read

Best Practices to Minimize an Audit

Best Practices to Minimize an Audit

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, 20245 min read

Key Numbers as You Plan for 2024

Key Numbers as You Plan for 2024

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, 20247 min read

Our Year End Financial To-Do List

Our Year End Financial To-Do List

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, 20236 min read

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Ric is a CERTIFIED FINANCIAL PLANNER and investment advisor. Click here to learn more.