Friday, April 28th, 2017 was National Teach Your Kid to Save Money Day. Marshall had the awesome opportunity to visit Highlands United Methodist Child
In 2013, over 31% of auto purchases were leases. We find that number surprisingly high, but it becomes a bit more understandable when you consider that the
A Health Flexible Spending Account (Health FSA) is a powerful benefit that some employers provide to their employees. This benefit allows you the ability to
Over the past decade, I've seen a number of people lose their job not long before they had planned to retire. For those who “expected the unexpected” and
BCR® believes strongly that the key to reaching your financial goals lies in putting together a financial plan before building a good investment portfolio. A
It can be hard to imagine outliving people you expect to pre-decease, especially if you’re a parent. The possibility that you might outlive a child can be
I had a couple come into my office recently that are potentially going to become clients. He and his wife are retired, in their 70s, and have about 95% of their
It’s probably safe to say that almost no one enjoys doing their income taxes. Many of us dread preparing our returns, but some dread it enough that they file
One of the retirement savings strategies of many high-income earners is to max out the amount they can contribute to their employer-sponsored retirement account
Many people we work with do their own taxes. This can be beneficial if your tax situation isn't complicated, as it saves money and allows you to file your
Frequently, in recent years, people have come home after a hospital stay, expecting Medicare to pay for that stay, only to find that their stay is not Medicare
I have a keen interest in finding new ways to improve myself and our firm, and I love reading books about growth, both personal and business. The other day, I