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Investments

Investments

Friday, April 14, 2017

Guarding Against Identity Theft

Identity theft is becoming a greater concern as our personal information becomes easier for thieves to access. While you can’t stop someone from hacking your employer’s or your favorite retailer’s data centers, there are things that you can do to reduce the likelihood of having your information stolen and minimize the potential losses if a theft occurs.

Friday, March 17, 2017

Running On Empty

Most drivers have a story about the day they ran out of fuel. It’s an unpleasant feeling when one minute you’re cruising down the highway in overdrive and the next you’re sputtering to an ungraceful stop. You hope that you’re near a gas station, or if you’re lucky, that you can cruise right up to the pump, when you finally shut down.

Friday, March 03, 2017

Communicating with Your CPA

All too often, I see clients filing amended tax returns or extending their returns due to the incorrect or incomplete information that they provided to their CPA. To help your CPA get the most accurate picture of your finances, consider taking the following steps:

Friday, February 03, 2017

Retirement Planning

The Future that Awaits

You may have heard that people spend more time planning their annual vacations than they do planning for retirement. Whether you start your retirement planning years or weeks before that glorious day, you will follow similar steps to determine the lifestyle you can expect in retirement.

While you may or may not be happy with the presidential election outcome, one thing is certain: Donald Trump is going to serve as the 45th president of the United States. While it would be nice to have a crystal ball so that we could tell you exactly what this means for your wallet, unfortunately, we don’t. We can, however, give you a general idea of what could happen in 2017 based on President-elect Trump’s tax plan and his talking points during the campaign.

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