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How Estate and Gift Taxes Can Impact Your Financial Plan

Heath Ledger’s death in 2008 is another tragic story of an extremely talented artist gone too young. The unfortunate circumstances of his death compounded the complexity of his estate, leaving lawyers and family in a difficult position.

3 Money Rules: Making the Right Choices to Get From Here to There

“It is our choices, Harry, that show what we truly are, far more than our abilities.” – Albus Dumbledore, in “Harry Potter and the Chamber of Secrets” by J.K. Rowling How do you get from here to there? Every day we are faced with so many choices of what to do with our time. Get …

Lessons from Prior Economic Recessions for the American Investor

What does it mean to be an American investor today? It means you are tough, resilient, and resourceful. There seems to be an ever-constant barrage of negative headlines in the news with no reprieve in sight. How does one make sense of all the news and the changes in the markets? How do you …
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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