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Helpful Articles

When to Move Your 401(k)

According to the Bureau of Labor Statistics, people are changing jobs more frequently than ever before.  Unlike prior generations, increased mobility, rapidly changing technology, and the desire for flexibility from both employers and employees have altered the way...

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Taxes Will Take a Bite Out of Your Retirement

The April 15 deadline for income tax filing [2016] has come and gone, and with it, the annual reminder of just how much of our hard-earned money is paid to the US Treasury. A simple calculation of dividing the amount on line 37 of the Form 1040 (your adjusted gross...

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Mitigating Risks

As Certified Financial Planners (CFPs ®), we, at , know that one of the key components of a sound financial future is the analysis and evaluation of risk exposures for our clients. We accomplish this for investment portfolios through a discussion of clients’...

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Beware! Tax Scams of 2017

Each year, the Internal Revenue Service (IRS) issues a list of the “Dirty Dozen” tax scams to raise the awareness of the taxpaying public, and hopefully, help them avoid falling prey to any such scam. Last year’s number one, identity theft, has been replaced with...

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The Equifax Breach & Identity Theft

According to the Federal Trade Commission, the sensitive personal information of 143 million Americans has been exposed in a data breach at Equifax, one of three credit reporting agencies. Names, addresses, social security numbers, driver’s license numbers, and credit...

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