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

Does This Count as a Gift?  The Top 5 Gifting Mistakes People Make If you’re looking to help pay for your child’s wedding or give a little extra during the holiday season, many people are unaware that a tax grinch is lurking around the corner waiting to get you for doing a good deed. So...Read More

Consumers today are bombarded with advertisements to work with a financial planner or advisor, so what sets apart a Certified Financial Planner™ from the rest? Anyone can say they are a financial planner; However, not every planner is held to the same rigorous standards.   All candidates for the CFP® certification are held to the...Read More

In early 2020 the CFP Board announced that 23.2% of women held the CFP® designation, up 4% from the previous year. Even though this was cause for celebration, female financial advisors only make up about 15-20% of all advisors today and leave lots of opportunities open for women to enter the field – this is...Read More

“Where love is there is no labor; and if there be labor, that labor is loved.” — Jane Austen   Another Labor Day is now upon us and many may be spending this holiday either going for a second cheeseburger, dusting sand off from the beach, or filing away the receipts after a bit of...Read More

Becoming a caregiver for a friend or family member is often a selfless act, but it does not always have to be a thankless one. Caregivers often give up much of their time, energy, resources, and even careers to take care of someone who needs help taking care of themselves. Caregiving does not discriminate as...Read More

Do you, a friend, or a family member, find yourself instinctively adjusting your portfolio or approaching your finances in a certain indescribable way? Do you often have great difficulty listening to new financial philosophies, or even become aggressively defensive of a particular strategy that you have held to for months or even several years? If...Read More