Top 5 Holiday Scams – And How to Avoid Them!
Holiday Scams: Top 5 Scams and How to Avoid Them! Ho-Ho-Hold onto your wallet. It’s the most wonderful time of the year. That means whiskers on kittens and warm woolen mittens, hearts all aglow, chestnuts roasting on an open fire, and…holiday scams? Luckily Kevin McCallister’s dad, Peter, helps us prepare for these scams with master […]
Write-Offs – The Right Way
Write-Offs: The Right Way to Write-Off the Wrongs of Taxes As year-end approaches, it’s always a good time to think about ways to lower taxes. One of the powerful tools at your disposal are write-offs, or tax deductions. But, have you ever heard the term, ‘write-off’, and wondered what it meant, but didn’t want to […]
RMDs: Inevitable or Avoidable?
RMDs: What are they and how can we eliminate them? As we approach the end of the year, a topic that continues to come up, even though most people haven’t reached the effective age, is Required Minimum Distributions. It’s an ominous term that you hear spoken in dark alleys and the seedy halls of the […]
Market Concerns – Why Abnormal Times are Completely Normal
Market Concerns: Why Turbulent Times can be an Opportunity If you’ve been paying attention (and maybe there’s a strong argument as to why you shouldn’t), the endless news cycle has been calling for a recession for a few years. Those cries have become slightly louder now with an incredibly turbulent election cycle nearly upon us. […]
Never Say Budget: How to ‘Cash Flow Analysis’ like a champ!
Never Say Budget: How to ‘Cash Flow Analysis’ like a champ Like dieting, not many people get excited about the concept of doing a budget, and some people don’t really need to. But a cash flow analysis is critical to understanding where all of that money is going each month, and it sounds a lot […]
Where can I save my money?
Types of Accounts: The alphabet soup of places You can save your hard-earned money When it comes to saving your money, one of the questions people often ask is where is the best spot to put it? While there is a lot of nuance behind that question and providing an answer, let’s explore some of […]
Education Savings
Saving for Higher Education: There are so many options. Which one is right for you? Everyone that has kids has thought about how they’re going to pay for college. For some, the philosophy is simple: they aren’t. They paid for their own college and they want their kids to earn it and appreciate, just like […]
Can Financial Planning Be ‘Set It and Forget It?”
Set It and Forget It Why Financial Planning isn’t a One-and-Done Exercise Nearly all of us have seen the legendary Ron Popeil championing the benefits of his Ronco Showtime Rotisseries and can hear his catch phrase, “Set it and forget it.” In a world where we like to do things once and not worry about […]
Tax 101 – Higher Taxes in 2026?
Higher Taxes in 2026?: What is the TCJA and what does its sunset mean to you? The Tax Cuts and Jobs Act (TCJA), passed in 2017, was one of the most significant pieces of tax legislation in our lifetimes that you probably never heard of. Why? Because tax law is boring, and the tax code […]
Tax 101 – Tax Filing
Tax Filing: Where you guess what you owe and pay penalties if you’re wrong What makes the early part of every year the most wonderful time of the year? Tax time! That whimsical time of year where everyone gets their tax decorations out of the attic and prepares for the arrival of St. Uncle Sam […]
