Blog

March 11, 2019

The Modern Family Conundrum

Not to be confused with the popular ABC sitcom, this issue demonstrates... Read More
March 11, 2019

Blindsided by your 2018 taxes? How to prepare now for your 2019 return

Some taxpayers are feeling a little battle-weary after filing their 2018 returns. People are shellshocked. Either they got less of a refund than... Read More
March 11, 2019

Stocks Dip on Growth Concerns – March 11, 2019

The Week on Wall Street - As in February, investors spent most of the first full trading week of March hoping for new details in U.S.-China trade... Read More
March 5, 2019

10 Questions To Ask Your Financial Advisor

  1. I know this area requires specialized knowledge in IRA distribution planning. Do you have expertise in...
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March 5, 2019

Elder Fraud on the Rise

WASHINGTON—Financial institutions are reporting an increasing number of suspicious activities involving financial abuse targeting older adults, according to a new government... Read More
March 5, 2019

S&P Ends Week Little Changed – March 4, 2019

Stocks lost a little ground as February gave way to March. While domestic and overseas political developments made...Read More
February 25, 2019

This Is What Google’s First ‘Smart City’ Will Look Like

Inside Alphabet, Google’s parent company, is a group called Sidewalk Labs, an initiative inside the company that “imagines, designs, tests, and builds urban innovations to help cities meet... Read More
February 25, 2019

Optimism Spurs a Broad Rally – February 25, 2019

The Week on Wall Street - Stocks rallied last week as optimism about a potential U.S.-China trade deal grew. The S&P 500 advanced 0.80% during the 4-day trading... Read More
February 20, 2019

Choosing the Right Tax Professional in 5 Easy Steps

Why do you need a tax professional? Managing taxes during retirement will be the single most important factor in... Read More
February 20, 2019

This Is the One Big Tax Change Every Senior Should Know About in 2019

Tax season is underway. And, since this year represents the first time most Americans are filing since Congress overhauled the tax code in late 2017, there’s a lot... Read More