Our Blog

Filters
Category
Filter By

Planning for the Retirement Dream

Many of us picture our retirement years spent enjoying life without working, but have you planned for everything? Will you be able to live the golden years as you envision them? Here are some unexpected and often underestimated expenses and tips to consider when...

Read more
Don’t Put These Things on Your Credit Card

With the economy slowly but surely recovering many Americans are pressed to put more and more expenses on credit cards...

Seven Questions to Ask Before Investing

We have all heard of the seven deadly sins, things that you should never do or you risk the harshest…

What the Heck Is a Reverse Mortgage?

Lately, you’ve likely noticed a glut of television, radio and even Web advertisements — many of them featuring well-known actors…

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

What If You Get Audited?

“Audit” is a word that can strike fear into the hearts of taxpayers. However, the chances of an Internal Revenue…

Estate Planning Tips

Estate planning is something that is often brushed aside. But planning ahead could put your loved ones in a much…

Retirement & Your Budget: Debits and Credits

Just like any major life event, retirement will bring about a lot of unexpected changes. Many of these changes will…

Retirement Destination: Things to Consider

Retirement brings about a lot of freedom for retirees. One of those freedoms that many people quickly take advantage of…

2013 Tax Changes

As 2013 wanes, I’m reminded that this year there are a number of tax changes slated to take effect that…

4 Common Retirement Blunders

The prospect of finally retiring can be an exhilarating one, and saying goodbye to the daily grind can be immensely…

The Tax Man Cometh: Ever Wonder How He Spends Your Money?

Every year you repeat the same tired task. You collect all your receipts forms, and related tax information and either…

The View on the Other Side of the Fiscal Cliff

Americans have a long history of independence: whether embarking on a harrowing voyage to an unknown land, striking out to…