Planning Matters
We share our financial planning knowledge and advice because it’s the right thing to do.
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Happy 10th Birthday, Economic Expansion
The United States economy is in the midst of a record-breaking economic expansion. As of July 2019 the U.S. economy has grown for 121 months...
Never Take on the IRS Alone
Sleuthing your way through a tax audit by yourself is not the same as fixing a leaky faucet or changing your oil. There are reasons you should...
Open Enrollment: Why You Should Review Your Benefits Every Year
Navigating the waters of health insurance plans, flexible spending accounts (FSA) and deductibles can be confusing and present tough, but...
Effective Tax Planning Starts Now!
With summertime activities in full swing, tax planning is probably not on the top of your to-do list. But putting it off creates a problem at the...
Overconfidence: There’s More to Thinking Than You Think
The concept of behavioral finance is a relatively new field of study that combines psychological theory with conventional economics. We may not...
Caring Conversations with Aging Parents
When it comes time for your parents to make some significant changes, do you know how you’ll approach the conversation? Today's blog post suggests a few strategies.
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