The July Fourth holiday will be very different this year. Although it’s a time to enjoy family and friends, and maybe even watch some fireworks, social
The Psychology of Investing: Why It Matters to You
One of the questions that many ponder these days is how we should be investing in tumultuous times. Is
Have you Prepared for Your Future?
Succession planning is often assumed to relate to selling a business. It can, however, also refer to what will happen to
An Important Consideration for Estate Planning
We are already one full month into the 2020 year, and I hope it is off to a good start for you and your family
Trudging through the Snow Day Memories
There’s nothing quite like the first big snowstorm of the year to bring back the memories of “snow days in the old
There’s a meme making the rounds on the internet that says, “Life Insurance is like fun…the older you get, the more it costs!” After a summer jam-packed with
Road Trip Reflections
With Willie Nelson’s song running through my head, my wife Margaret and I embarked on a multi-day Road Trip down South to see our
Math Error Notices from the IRS
Nancy Muench is a CPA with over thirty years of tax experience, and we are fortunate to be able to rely on her expertise as
Please note that our office will be closed July 4-8 in observance of the 4th of July holiday. We will also be closing early in the afternoon on Wednesday, July
Rodgers and Hammerstein made June famous for “bustin’ out all over,” but in my mind, this month is linked to Graduation Season and visions of the graduate
Our newsletter enjoyed a “Spring Break” during tax season, and now we will resume our client newsletters on a twice monthly schedule. These communications are
Please note that after today's edition, our weekly newsletter will be on “Spring Break” until April 15. While we are pausing this regular communication with