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  • September 2016
  • Parents Putting Off Retirement to Pay Kids’ College Tab Is New Trend

    The soaring cost of a college education has been making headlines for the past decade. So has the increasing number of older people delaying retirement past the age of 65 because their Social Security benefits do not stretch to meet their income. Now there’s a new wrinkle. An increasing number of parents are putting off […]

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  • Financial Planning: Seeing the Big Picture for Your Goals

    If you’re considering financial planning, you may be wondering what it is. Is it planning for your retirement? Is it looking for prudent places to put your money to increase it? It is reducing your taxes? Is it looking down the road to your kids’ education? Is it saving for vacations? For emergencies like ill […]

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  • The Long Arm of the IRS – Tax Implications No One Told Me

    Throughout the history of the United States, tax policy and its resulting implications have resulted in significant negative impacts on citizens. In 1819, Daniel Webster summarized the negative impact of taxation in a famous quote, “An unlimited power to tax involves, necessarily, a power to destroy”. With the founding of the Internal Revenue Service (IRS) […]

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  • Wallet Willpower!

    You’ve set a budget, and you are trying your hardest to stick to it. And then you see that beautiful sweater in the store window. The colors are calling to you, and you can imagine yourself wearing it on a cool fall afternoon while walking through crunchy leaves. This is the sweater you have been […]

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