Planning Matters.

A Vacation Abroad: Is Your Passport Ready?

Are you planning a vacation that will require a passport? If you need to apply for a passport or if your current passport is going to expire, it’s a good idea to plan on getting this taken care of well before your departure date.

Read More

Last Minute Tax Tips for 2016

No one wants to think about taxes in the midst of the holiday season, but last-minute tax savings may be the perfect gift for someone on your list.

Read More

What to Do When a Death Occurs?

It is always a difficult and stressful time when a loved one or friend dies. With a few exceptions, you do not need to do anything immediately. However, you will need to prepare to handle their affairs and the distribution of assets.

Read More

Filing Cabinet Cheat Sheet

Tax season spurs a lot of questions from clients about which papers should be kept or tossed. It’s a good time to do a little spring cleaning of your paperwork. Use this cheat sheet to find out what papers you need to keep, and how long you should hang on to them.

Read More