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