With two daughters graduating this year, this post is extremely personal. Regrettably, some this did not apply when they began. There are...

If you are like my family, the craziness has begun. The shopping, searching for the recipes, cleaning the house for the family members...

Wow! Thanksgiving is next week! 2019 is just around the corner. I remember looking forward to ending 2017 and anticipating the arrival of...

With the passage of the Tax Cuts and Jobs Act in December 2017 (effective January 1, 2018), the 2018 tax season is going to look a little...

We all know there are differences between employer and employee. Well, have you ever considered how those differences impact retirement...

Like all things, tax laws are constantly changing. Together, we need to respond quickly and strategically to the new developments in the...

Poor estate planning is a recipe for disaster. Look no further than Dickens’ Bleak House—or a telenovela (a.k.a., soap opera)—to witness...

A comprehensive estate plan should address all of your assets. For most people, an estate plan must include three common categories: (1)...

If you are enrolled in a qualified high-deductible health plan (HDHP), you must consider how your health savings account (HSA) fits into...