Power of attorney (POA) documents are part of a basic estate plan everyone should have. Let’s review what they are, how they work, and when they […]
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Beneficiary designations are an important aspect of financial and estate planning that shouldn’t be overlooked, but for many, it is a responsibility that is often […]
Each of us is always headed somewhere. Whether it is by our choosing, because of the influence of others, or by habit or happenstance […]
One of the things few people speak about is their money stories. Social scientists tell us everyone has a unique money story, primarily formed between the ages of 5 and […]
Several months ago, a finance worker at a multinational firm in Hong Kong was tricked into paying out $24 million to scammers. The scammers used deepfake technology to pose as the company’s chief financial officer in a […]
The typical online experience seems to fall into one of two categories: websites you just surf to or search your way to, and sites and services where you log in, using a username and password unique to you. More and more, it seems like […]
Investors often inhibit their own investment returns by focusing too heavily on taxes. A potential consequence of a “tax efficient” focus is an investor’s portfolio having a greater level of risk while delivering lower rates of return. Before we look at […]
Taxes, taxes, and more taxes! And potentially more in 2026 when income tax rates go up for individuals. Want to save potentially thousands of dollars on taxes? Review the list below and check the boxes that currently apply […]
In the spirit of David Letterman, we have created a top ten list of ways to help your tax preparer complete your tax return in the most accurate and efficient manner possible. If your tax preparer’s job is easier, your tax time will be less stressful, you will decrease the likelihood of an extension, and your fee should reflect any […]