Planning Your Financial Future February 2018 If you have investments, check with your broker when you receive your 1099s. Verify with them that the 1099 you received is the final one, or if they will be sending revised 1099s at… Read More
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January 2018 Newsletter
Planning Your Financial Future January 2018 As we enter a brand new year, I would like to thank you for being more than a client, but a friend, in 2017. May 2018 be prosperous to each and every one of… Read More
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December 2017 Newsletter
Thanksgiving is over, and Christmas will be here shortly. You may want to think about your taxes, also. You still have time to make an extra mortgage payment to increase your mortgage interest deduction, put some money into your retirement… Read More
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November 2017 Newsletter
The months are flying by. Children will be out on Halloween. Please drive safely and maintain awareness of all that is going on around you! What You Can Do with a Will A will can help distribute property according to… Read More
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October 2017 Newsletter
Individual income tax returns that have been placed on extension are due the 15th of October. The clock is ticking. Company Stock and Your Portfolio: Keep Your Eye on Concentration Risk The opportunity to acquire company stock – inside or outside… Read More
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September 2017 Newsletter
Children will be heading back to school shortly. Keep an eye out for students and school buses as you head to work in the morning. For Women, a Pay Gap Could Lead to a Retirement Gap The wage gap between… Read More
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August 2017 Newsletter
Hard to believe it is almost time for school to start. Keep an eye out for sales and Sales Tax Holidays. Working in Retirement: What You Need to Know Recent studies have consistently shown that a majority of retirees plan… Read More
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June 2017 Newsletter
School is almost out. Take care when driving, especially in the evenings on your way home from work when children may be out playing. Four Numbers You Need to Know Now When it comes to your finances, you might easily… Read More
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April 2017 Newsletter
Spring is here, the days are getting longer, and the due date for your personal taxes is quickly approaching. The due date this year is April 18th. Four Ways to Double the Power of Your Tax Refund What you do… Read More
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March 2017 Newsletter
Tax season is in full stride. Personal tax returns are due April 18, 2017. But don’t procrastinate! Due Date Approaches for 2016 Federal Income Tax Returns Federal income tax filing season is here again. The filing deadline for most individuals… Read More