Avoiding Tax Disaster—Beware Of These 4 Common Tax Scams

The “Dirty Dozen” list of Tax Scams for 2017 has been released by the Internal Revenue Service. Inside this list resides some all too common and devastating tax horrors of which to be aware and vigilant. The top 4 most common tax scams are: Phishing, Phone Scams, Identity Theft and Return Preparer Fraud. Let’s take… Continue reading>

When It Comes to Your Money, Does the Truth Hurt?

“We’ve been arguing about this for year, and here we are in our 50’s. It’s time to stop!” Laura said empathically. Paul’s downcast eyes and silence spoke volumes. Laura continued, “We’ve worked with several advisors who have tried to help us invest our money in a sensible way. Then whenever the market goes down, Paul… Continue reading>

Don’t Have A Retirement Plan Yet? Here’s Where To Start

When it comes to retirement and planning, I’ve heard them all: “I love what I do. I can’t imagine doing anything else.” “I’ll never have enough money to retire, so I’ll work until I die.” “I have no hobbies, so I might as well work.” “I’d be bored outta my skull if I didn’t work.”… Continue reading>

Discovering Your Number One Value That Leads To Your Financial Successful

“We want to retire by the time we reach 60!” “It’s vitally important to send our kids to the college of their choice!” “I want to quit my job and do something else!” “We want to buy an apartment in the city!” We all have dreams. We have those ideas that swim in our minds… Continue reading>

Five Easy Steps to Recharge Your Money Life This Fall

OK, so you’ve barely gotten the sand out from between your toes, and not only is Labor Day in your rearview mirror, but Halloween ads are starting to pop up with regularity.  Before you blink, Thanksgiving football and family gatherings will be over, and you’ll be headlong into the Christmas crush. Along with the flying… Continue reading>

Three Steps to Improving Your Financial Life—Even Though It’s Summer

    Yeah, it’s hot. It’s also humid, and the air conditioner is fighting like a gladiator with temperatures kissing triple digits. Thoughts of cold drinks, hammocks, or beach chairs swim in your head. The summer is flying by, and the inevitable reality of the autumn is approaching when you’ll get back to thinking about… Continue reading>