One of the most controversial changes that was part of the Tax Cut and Jobs Act of 2017 passed last December was concerning the deduction of state and local income taxes, more commonly known as SALT. Prior to the December change, taxpayers were able to deduct from their federal taxes all
I am frequently asked whether or not someone should get a will. It is a good idea for everyone to have a will, however if someone has minor children I feel so strongly about it that I think it should be a requirement to have one so that a guardian can be named. If something happens to both
Summer is here! And it's time for your Summer Key Planning & Investment Deadlines postcard. Every quarter, I like to send out a postcard of all the key financial deadlines heading our way over the next three months. Fortunately, there isn't much required of us over the summer than to play
What value does a financial advisor actually provide? This may surprise you, but the value of a quality financial advisor goes far beyond portfolio advice. It’s about guiding clients to develop sophisticated financial behaviors. With robo-advisors and consistent market volatility in the headlines,
Ever find yourself daydreaming about retirement? Whether your dream retirement entails traveling the world, dedicating time to beloved hobbies, or helping your children and grandchildren, saving enough for retirement is critical to enjoying all of these endeavors.
Preparing Your Children for Adulthood through Financial Literacy As a financial advisor, I learn a lot about clients’ short and long-term financial goals through many conversations and building relationships with them. I also often learn about their frustrations and regrets regarding past financial