We often receive calls from individuals and families who are just starting their financial journey, all asking the same question – where do I start?…

As part of a tax seminar to prepare financial professionals for the 2018 tax season, we were updated on the latest tax scams that are…

We all know that money can’t buy love, right? But . . . can money buy happiness? A study by University of Michigan economists Betsey…

Have you thought about including any personal financial goals on your New Year’s resolution list? If so, the first step is to establish realistic short…

  As the gift giving season draws near, here are some suggestions to avoid a spending hangover in early 2018. Start by establishing a gifting…

Time for parents and students to get started on their college application process.  The Free Application for Federal Student Aid (FAFSA) for the 2018-2019 academic…

Open enrollment is a period of time, generally a few weeks a year, that provides you the opportunity to adjust your employee benefits.  Unless you…

While most W-2 employees are not focused on taxes in the fall, we think they should be.  If you aren’t withholding enough taxes from your…

  If you have company stock in your 401(k) plan, you should be aware of a potentially valuable tax strategy that could greatly reduce your…

As baby boomers approach retirement, they often question whether to live debt-free or continue their monthly mortgage payments. Here are a few things to consider….