We are getting to the moment of truth on the 2017 Tax Cuts and Jobs Act, which took effect for the tax year 2018. As the first tax returns reflecting the new tax rules are being filed now, we will all soon find out how it impacts us.
High Deductible Health Plans (HDHP) are becoming more common in the healthcare space these days. Because of this, we have been receiving a lot of questions from clients about how their Health Savings Accounts (HSA) fits into their financial plan. I wanted to go over some of the questions that have been coming up.
A common goal many of our clients have is travel. Sometimes it is the regularity of travel, sometimes it is a dream destination, and sometimes it is to take their family on a big trip to continue fostering relationships. Whatever you dream of, it has been documented how rewarding experiences can be. You can tell how our clients love to travel by the map of accomplished travel
We all care deeply about our family and those close to us. We always want to do the best for them. Protecting one’s identity has become a very important topic recently, especially with the explosion of the internet over the past 25 years. I will be proactive and begin building my five-year-old’s credit when he turns fourteen. This is a common recommendation t
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