When we sit down with new clients to review their recent federal and state tax returns, we often find opportunities for tax reduction.
Clients have been asking us to help them consider the pros and cons of purchasing rental real estate. We created an Excel model to evaluate opportunities.
Are you withholding for taxes at the proper level in 2018? The Tax Cuts and Jobs Act (TCJA) made significant changes to the tax rules and double checking may avoid possible penalties.
Part of the new tax law designates 8,000 low-income areas throughout the U.S. as Opportunity Development Zones. What our clients need to know about the tax benefits and potential social impact opportunity.
In January 2017, experts agreed on a few high-level financial predictions. By the end of 2017, it was clear that they were wrong on all counts.
Bitcoin and other cryptocurrencies are fairly new, but the recent value surge of bitcoins has led to increased media attention. Still, should you invest?
Have you ever heard that a blindfolded monkey throwing darts at a page of stocks would do better than a human at picking winners? There’s some truth to this.
If you’re anxious about the status of your retirement planning, we have some tactical advice to put your mind at ease.
When is the best time to get serious about retirement planning? Audrey Grubman breaks down the retirement planning timeline.
Dillon McGill, CFP® breaks down the most common retirement spending strategies — and the one we favor for our clients.