Blog

It’s Tax Time All Year Round

Here are just five of the tax-smart decisions we can help you make during the year. If handled properly, they might significantly reduce your tax liability: 1. Should you buy or...

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Will You Be Hit With AMT?

The end of the year is approaching so it's time to identify tax planning moves you should make before December 31st. The first step is for our firm to make a projection of your...

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Individual Year-End Tax Planning

Dramatic tax changes may be over the horizon with Donald Trump in the White House and Republicans maintaining a majority in Congress. Most likely, many provisions will not go...

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Watch Out for These Investment Mistakes

When faced with all the decisions that need to be made to ensure you select the proper investments to meet your long-term financial goals, it's easy to become overwhelmed. How do...

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Keeping an Eye on the Economy

Watching key economic indicators over time should help you understand the signals the economy is sending. You may not be able to make financial decisions with certainty, but...

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Maintaining Realistic Expectations

To ensure you meet your financial goals, your investment plan must incorporate a reasonable rate of return for your investments over the long term. Consider the following when...

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