Last-Minute Tax Preparations

Last-Minute Tax Preparations

Despite the fact that filing your taxes is a requirement, many people find taxes to be confusing and overwhelming. Unfortunately, this mostly leads people to put off their taxes for as long as possible. Although it’s not ideal, it is possible to efficiently fill out...
All Is Fair in Love and Money

All Is Fair in Love and Money

Financial issues are the second leading cause of divorce, according to a survey conducted by Ramsey Solutions in 2018. It’s not surprising that financial issues related to debt and lack of communication about finances will cause tension in a relationship. Fortunately,...
2022 Year End Client Letter

2022 Year End Client Letter

January 2023 After more than a decade of strong returns across most asset classes, rarely interrupted by sustained declines, investments turned rocky in 2022. While in previous years markets did encounter their share of challenges, 2022 brought a new litany of...
Gift Yourself Self-Care This Holiday Season

Gift Yourself Self-Care This Holiday Season

When shopping for the holiday season, it’s easy to get wrapped up in deciding the perfect gift for your loved ones.  One person on your gift list you may be forgetting about is yourself. Even if you find it difficult to take time for yourself, find a way to make the...