Are You Properly Set for Your Retirement? 5 Things You Can Do Now

It is never too early to begin retirement planning. Unfortunately, many people put it off. If you are wondering what you can do now to ensure you are set for retirement – even if it is decades into the...

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The Benefits of Working with a PFS (Personal Financial Specialist)

A Personal Financial Specialist, or PFS, is an individual who is highly qualified to offer advice on a variety of financial issues and has earned the PFS credential from the American Institute of Certified Public Accountants. He or she...

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Tax Changes You Need to Know About in 2015

Each year there are changes to the tax code that affect your tax return, and 2015 is no different. Here are the changes to be aware of for the coming year: Healthcare Everyone has been talking about it, but it still...

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Personal Tax and Financial Planning 2014 – 2015

Personal Tax and Financial Planning 2014 – 2015: What You Can Do Now to Save Money Now If you are like most people, you experience an end-of-year rush that leaves you feeling exhausted and frustrated. Tax and financial planning is...

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