Most people are shocked to learn that the biggest expense in retirement, that long-sought oasis after a lifetime of hard work, won’t be a mortgage, healthcare, or green fees at the local golf course. It will be taxes! The unfortunate reality is that even the...
People get hurt. Furnaces conk out in the middle of winter. Cars die and windows break. These are the curveballs of life. We can’t tell you not to worry, but we can recommend being prepared. And even if that preparation isn’t for the worst case scenario,...
Paper or plastic. Cash or credit. PC or Mac. With May graduations upon us, “college or retirement” is becoming a must-have kitchen table conversation for Millennials (and their parents). According to the Federal Reserve, borrowers under 30 years old held...
You don’t want to owe money come tax time, and you don’t want the Government holding onto more money than is necessary. With a multitude of changes to the tax code, resulting from the “Tax Cuts and Jobs Act of 2017” that was signed into law...
Over the last ten years, as the markets have rebounded from the banking crisis, all economic indicators have seemed to move in a healthy direction. And yet, in the last couple months, stock market volatility has been a regular occurrence. One area of concern for...