10 Lessons to Consider on the Lehman Brothers Collapse 10 Years Ago

Last month marked the 10-year anniversary of the collapse of Lehman Brothers and the intensifying of the 2008 Global Financial Crisis. Taking the time to reflect on what has transpired since those turbulent days, there are 10 lessons we’ve learned in the past decade.

Financial Aid and 529 Plans

How do 529 plans and financial aid work together? Find out from this short piece...

Qualified Charitable Distribution (QCD)

Donate to a worthy cause using a qualified chartiable distribution (QCD) while helping you partially or entirely to reduce your taxable income. Let us help you decide if this is an appropriate strategy. 

Tax Cuts and Jobs Act of 2017: What Taxpayers Need to Know

As you are likely aware, the Tax Cuts and Jobs Act of 2017 (TCJA) has passed Congress and was signed by President Trump. But you may want to know more about how this tax reform could affect you.

Cybersecurity Tips for Safer Online Holiday Shopping

The holiday season is a busy time for everyone—especially cyber thieves. While shopping online for the best deals, it’s critical to be aware of common scams and risky online behavior that could ruin the holidays. Keep these tips in mind to better protect yourself.

What’s with all the stuff?

Most people have heard about the mass transfer of wealth over the next couple of decades. That is not the only transfer that will be taking place. As Baby Boomers are entering their golden years they have spent a lifetime accumulating stuff.

What is a Roth 401(K)?

What is ia Roth 401(k)? Learn the benefits and let us help you decide if it is right for you.

Alternative Strategy to Long-Term Care Insurance

Is there an alternative to Long-Term Care insurance which is relatively expensive? Let us help you decide on an appropriate strategy.