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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New Tax Laws and What They Mean to You

Every year changes are made to the tax law that affect the way you manage your money throughout the year and how you file your tax return in the new calendar year. As soon as you are comfortable with...

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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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