If you’ve only just begun your career and are starting to collect a decent paycheck, the last thing on your mind is probably retirement planning. When you’re in
The American Institute of CPA’s (AICPA) recently published a list of personal finance trends that we should all be concerned about. These trends highlight the
For those already receiving their Social Security benefits, they will automatically be enrolled in Medicare Part A and B when they reach Medicare age
“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.”
Sometimes simple is best. Many of us tend to complicate our financial situation; overthinking our options while ignoring the basics.
But like anything else
Taxpayers experienced the effects of the Tax Cuts and Job Act these past few months when it came time to file their tax returns. One of the biggest changes the
About two-thirds of Americans paid less income tax in 2018 under the Tax Cuts and Jobs Act of 2017 which went into effect last year. But many taxpayers were
There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into
I have to comment on the End of Days December correction before we completely forget that it happened.
In conversations with clients, reactions run from
Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment