We are excited to announce the hiring of Richard Osikowicz, AIF® and Byron Deese as part of our plan to expand our retirement plan consulting …
If You Live Abroad You Still Have to File U.S. Taxes
If you’re a U.S. citizen living abroad, you may have assumed that you are not beholden to Uncle Sam and his taxes. Unfortunately, the United …
What Does a Business Consultant Do?
There may come a time when a small business realizes the limitations of their expertise when it comes to operating their company. Growth and expansion …
Charitable Giving Tips in Light of the New Tax Law
In this post we’ll discuss how to maximize your charitable giving deduction in view of the new tax law. The new tax law increases the …
10 Reasons You Need a Financial Advisor
Have you managed your own savings and investments in the past? Are you now considering professional help? Don’t go it alone. Here are ten benefits …
Why Your Small Business Should Have a Retirement Plan
Offering a retirement plan provides many different benefits for you and your business. In the next few blog posts, we will take a look at …
Why Family Attorneys Should Stress Test Divorce Settlements
During a divorce, financial decisions will affect your client for the rest of her life. Her divorce settlement scenario seems sufficient because the analysis shows …
Divorce Settlements: Which Assets You Should Consider
“How did we get to this point?” “What happened to us?” “When did it all go so terribly wrong?” Couples facing the heartbreaking decision to …
Coordinated Wealth Management: Why It’s Crucial to Financial Success
Learn more about our coordinated wealth management services. Many people mistakenly believe that it is important, or even safer, to have multiple financial accounts with …
How Does the Tax Reform Impact my 2017 Taxes?
Tax laws change, but it’s rare that there’s a sweeping overhaul. The end of 2017 saw some of the most radical changes to the tax …
