Exceeding client expectations for over 40 years.
Wealth Management
- 10 Biggest Estate Planning Mistakes
- Saving for College
- Financial Considerations for 2013
- Major Risks to Family Wealth
- Working With Your Client’s Financial Planner
- How are 529 plans treated for federal financial aid purposes?
- Can You Get to a Million Dollars?
- New Medicare Contribution Tax Applies to Unearned Income of High-Income Individuals in 2013
- Now is a good time to consider a Roth IRA conversion
- Ways to Put a Refund to Work
- Obama's Proposed 2013 Budget & The Taxpayer
- When parents divorce, who fills out the FAFSA?
- Deciphering Health Savings Vehicles
- Long-Term Care Planning is Important for Women
- Why Does Europe Affect Your Portfolio?
- The Facebook IPO
- Getting Off on the Right Foot in 2012
Economic Updates
Tax Tips and Articles
May 2013 Economic Update
The May 2013 Economic Update covers domestic and global economic health as well as the world, commodities and the real estate markets. Also, take a look forward.
Read More Cash gift for high school graduation?
With commencement ceremonies for high school seniors coming up, many parents and grandparents are contemplating making cash gifts. Consider paying some college tuition instead.
Read MoreHow you can prevent identify theft
As taxpayers were filing their returns in 2013, the IRS announced a national crackdown on identity theft schemes aimed at stealing taxpayers' refunds.The crime has trapped scores of innocent taxpayers. Here is a description of how tax identity theft works, along with eight steps you can take to help protect yourself from the devastating results.
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