What would your tax planner do? Did you become a Bitcoin millionaire last year and cash in? Tax day is only a little over a month away and it’s almost time to settle up with Uncle Sam.  Are you self-employed? Have a rental property? Any foreign income or investments? Did you track your transportation expenses when...Read More

“Our new Constitution is now established, and has an appearance that promises permanency; but in this world nothing can be said to be certain, except death and taxes”.  – Benjamin Franklin   Benjamin Franklin was one of the greatest “Renaissance” men of his generation, adept at everything from science to politics, he was also known...Read More

Congratulations, you did it! Your discipline and dedication to automatically investing through paycheck deductions, and regular savings has resulted in being able to reach your goals and retire. Unfortunately, there may be a hidden downside if you have not been careful in where you invested, as you may get a much larger tax bill than...Read More