As you’re pulling together information to prepare your 2017 tax returns, you might be looking through your paper files wondering, “Do I really need all this?” It’s a good time to revisit the essentials of what you should keep and what’s safe to shred. By taking the time to clear out and organize your financial…
Tax reform took a lurch forward over the weekend with both the House and Senate passing different versions of the bill. You’ll find a lot of similarities between the two: overall tax rates are lower for individuals and businesses, child credits are increased, itemized deductions are simplified. However, there is compromising to be done. The…
For those with a charitable heart, they know the secret: that the very act of giving makes us happier. They want share that secret with everyone, especially their families. No matter what your family looks like, you can instill values that will live on through generations of givers. As a firm, we are incredibly grateful to give…
Another week has passed since we’ve checked in with you on the Equifax data breach. We hope by now that most of you are starting to feel better about the identity safety measures you have put in place. Aside from the ideas we’ve already discussed in previous blog posts, here are a few more ways to…
Our clients often express concern about the debt that they, their kids or their grandkids are saddled with straight out of college. In the last several years, news about the possibility of student loan forgiveness has surfaced. If ever there were a program that fully embodied the nuance, complication and confusion that often accompanies government…