While we understand that having a tax discussion probably isn’t #1 on your “to-do” list, we ask that you bear with us for just a moment. Along with mortgages, auto purchases/repairs, and food/entertainment, taxes are right up there as one of our largest expenses. And unfortunately, the Internal Revenue Code is notoriously one of the […]
Complimentary Tax Return Review Read More »
Right now, next Christmas is closer than the past one, the days are already getting shorter, and the year is already half over? How’s that for making you feel like the year is just whizzing by? I’m not trying to depress you; I’m trying to awaken those who need a little jump start to take
Cognitive Biases; Are You Aware of Yours? Read More »
It seems that every other week or so, I hear someone talking about the challenges of caring for a family member or friend who is suffering from declining ability due to age. Declining ability could mean mental, physical, or both conditions being affected. As I recently obtained my credentials as a licensed professional fiduciary with
Help at the End of the Road Read More »
Investing considerations should be based on measurable metrics, history, the economy, risk, and timeline. Feelings and emotions are not included in this criteria.
Why Investing is Not Simple Read More »
