Blog

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

President-elect Trump has proposed substantial tax changes for businesses, including taxing all business income of a taxpayer at 15%. This 15% rate replaces the top rate of 35% for C corporations. Even bigger news is that the 15% rate also applies to S corporation shareholders and partners in a partnership or LLCs on their flow-throughRead more

There is a whole array of cosmic shifts in process from the election, but one that looks fairly likely is a change in individual income taxes in 2017.  President-elect Trump has pretty much adopted the GOP House’s tax proposals, and with a Republican controlled House and Senate, tax change is likely.  When we say change,Read more

Donald Trump has shocked the world, proving the pollsters wrong and defeating an opponent who spent nearly a lifetime preparing to win. When the dust from this shock settles there will be much to consider regarding how President-elect Trump may change our lives. Regarding tax and economics, we have insight to share… The Market. WeRead more

Candidates in the presidential election have shared details about their tax plans, and we’ve compiled them for you. Take a look to weigh the pros and cons of each plan. As long-time experts in the financial industry, we know these proposed candidate tax plans will change the financial climate of the nation. It’s a goodRead more

“Let me be that I am and seek not to alter me.” Shakespeare, Much Ado About Nothing In case you’ve been hiding from the media for the last few months (which we wouldn’t blame you for doing), Great Britain is voting on June 23 on whether to leave the European Union (the “EU”).  This exitRead more

With opening day upon us it’s the perfect time to think about financial planning the way we’d think about baseball. Here are some investment and money management tips in the language of America’s greatest pastime… Keep your eye on the ball. Know your goal and what you want and focus and concentrate on that objective.Read more

It’s March Madness time, and many of us will be pouring over NCAA brackets to figure out who will make it to the finals. The odds of making a perfect bracket are absurd – 2.4 trillion to one according to one Duke professor 1. The odds of winning Powerball are about 292 million to one2,Read more