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Leon C. LaBrecque, JD, CPA, CFP®, CFA “We will have a recession someday, maybe soon.  I’m worried we’ve created a budget Golem.  It starts friendly and cooperative, and then turns into a monster.  And like the Golem, it can only be controlled by Truth.” When I was a kid, I loved horror movies. There wasRead more

Leon LaBrecque, JD, CPA, CFP®, CFA In the last few days, the stock market has been very volatile.  The decline on February 5, 2018 was quite substantial in dollar terms, and logically, a lot of folks are concerned.  We’ve been doing this for a long time, so we thought we’d offer a brief perspective: RememberRead more

Maria Avesian, JD LJPR Financial Advisors The New Year brings with it the opportunity for a fresh start and to make positive changes. With the passing of the new tax law comes an opportunity to “dust” off your current estate plan to reflect the new changes or if you have neglected to establish an estateRead more

Updated 12/6/2017: Comparison of the House and Senate Tax Bills

Comparison of the House and Senate Tax Bills

Now that we’ve had a weekend to digest last week’s introduction of the Tax Cuts and Jobs Act, it’s time to look into the specifics. Of course, the legislation isn’t exactly an easy read, but we are here to help. Below, we have the full, 429-page bill and the Ways and Means Committee’s summary andRead more

The much-anticipated tax framework is out.  The Trump Administration, House Ways and Means, and Senate Finance committee have released their framework for tax reform.  The reform proposal is sweeping yet scant on details, but is very important to all of us.  It changes our tax bill, our investments and our economy.  I’ll try to putRead more

Okay, so almost half of the US population was likely affected by the Equifax breach in the past several months.  My sixteen year-old daughter was shocked!  And, given the history of breaches (remember Target, Marshall’s, AOL, to name a few) it’s likely that almost all of our personal information is in fraudsters’ hands for useRead more

We’ve been touting the idea of a family emergency plan for quite a while in our Small Good Choices™ literacy series.  But seeing the devastation and calamity in Houston brings forth an important small good choice from the Boy Scouts:  be prepared.  Here are some important ideas that you can do to protect your familyRead more

I want you to picture a man playing checkers.  He has the board on an old barrel.  He’s in the shade of a big oak tree.  He’s studying his next move.  You can tell he’s been playing checkers a long time, and he understands the game.  After deliberation, he moves his piece.  Suddenly BAM! ARead more