How Income Taxes Work
“Tip: Refund Stats. The average refund during 2017 was about $2,860.” — Source: Internal Revenue Service, 2018 The Internal Revenue…
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Investment challenges of the affluent investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer. One of the common threads…
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Gun Ownership and your homeowners policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Investing with your heart
For some, the social impact of investing is just as important as the return, perhaps more important.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
How to appeal your property tax
For homeowners who think their property taxes are too high, there are ways to appeal.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Options when your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.