2014 Year End Tax Tips

Do a tax projection before year end. For most taxpayers it’s a matter of adding up income and subtracting personal exemptions and either standard or itemized deductions. Adjust tax withholdings for the end of the year on your paystub, or…

Estate Planning: Til’ Death Do Us Part

Planning for the end of your life just as you are about to begin your new life together probably doesn’t seem quite as enticing as packing the bags for your honeymoon, but it is something that needs to be considered….

Our Top 4 Must Reads from October 2014

Ranking near the top of our day-to-day tasks is the research we do for our investment strategy. Within this process, we discover many thought-provoking pieces that communicate a topic in a unique or unconventional way.  Many of these articles we…

Is Your Pet Busting Your Budget?

About 4 years ago I brought home my first puppy – a 6 week old black lab named Charlie (Charles). I had always grown up with dogs and figured I knew how to take care of them financially. So I…

6 Things to Consider Before Retirement

Thirty-one percent of non-retired respondents reported having no retirement savings or pension, including 19% of those ages 55 to 64 according to a recent survey by the Federal Reserve.  Those are sobering statistics considering most individuals desire to retire in…

Financial Goals: I Do’s and I Don’ts

My fiancé and I recently had a discussion that revolved around the question “Where do you see yourself in x years?” While many of the things we brought up aligned, there were a few topics with conflicting responses. I began…

Download our 5 Questions to Ask Your Financial Advisor eBook

We break down some of the most important questions we are asked on a regular basis.

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