5 Milestones You Should Hit Before Turning 30

For many, turning 30 is a big milestone birthday that has them realizing that they are finally a responsible adult.  They begin to think about financial matters and wonder if they are on the right path for financial stability and eventually retirement.  While they likely won't work out everything in their finances by the time they turn 30, the sooner you begin, the better off you

2018 Tax Updates!!

Big changes are going into effect in 2018 thanks to the massive new tax legislation that recently passed.  These changes will not affect your 2017 tax return.

Here is a brief summary:

2017 Year End Review

As we finish another year we wanted to again express our gratefulness to you for allowing us to work with you on your Financial Planning!

Once again, we have ended the year with the markets at all-time highs.  The Dow, as of this writing, is at 24,780 and the S&P 500 at 2,685.  That is extraordinary!!

Year-End Tax Checklist

Believe it or not....tomorrow is December 1st!  Where has the year gone??  As the year draws to a close, there are several tax-saving ideas you should consider.  

What Should You Do after the Equifax Data Breach??

In light of the recent Equifax breach, we are providing the below information to help you protect your identiy.  Because of the large impact of this data breach, we encourage all of our clients to follow the steps below to protect their personal information.

Legal Documents to Prepare for the College-bound Student

Your child has graduated from high school and is bound for college!  You've made the usual WalMart/Target run to get all the necessities needed to set them up in a dorm room.  But have do you have these legal documents in place - durable power of attorney, medical power of attorney and a HIPAA release?

Planning a Trip this Fall - Here are a Few Tips to Keep You and Your Home Safe

If you love to travel, it's fun to let all your friends know how much fun you are having while you are gone.  But...did you know you could also be letting the bad guys know you are away as well?  Here are a few tips to keep both you and your home safe while you are away!

A Few More Great Ways to Save Money

Over the last few weeks, we've been bringing you highlights of AARP's annual list of 99 Great Ways to Save Money.  This is the last blog post from that list, but if you want to see the full list, check it out here!  

Even More Great Ways to Save Money

We continue with the highlights of AARP's 99 Great Ways to Save - here are a few more ideas....

More Great Ways to Save Money

Last week, we started a list of the highlights of AARP's 99 Ways to Save Money.  Here are a few more this week.....

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We have a wealth of experience in the financial services industry.

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