Tax Identity Theft Awareness – Protecting Yourself from Tax Identity Theft
Tax identity theft is when someone steals your Social Security Number, files a tax return with your number, and directs a refund to their own bank account. In other cases, ...
Read Article New Year’s Resolutions to Get Your Finances in Order
New Year's is traditionally the time to review your life and make resolutions for change. In addition to thinking about working out, eating healthy, and meeting personal and professional goals, ...
Read Article End of Year (EOY) Deadlines Checklist
2020 has been one of the most unprecedented years in recent history, but some things—like tax contributions and retirement deadlines—don't change much, if at all. And with the uncertainty surrounding ...
Read Article Who to Ask When You Need to Help With a Business Plan?
A business plan is critical when you're getting ready to launch a business. It helps you stay organized on the path to your goal, while also helping you to hone ...
Read Article 3 Tips to Minimize Year-End Tax Liability
With the end of the tax year fast approaching, you may want to find ways to minimize your tax liability. Implementing one or more of the simple strategies discussed below ...
Read Article Charitable Giving and Donating Toys
As the holidays approach, many children start to make wish lists, but unfortunately, not all children have someone to give them gifts. Luckily, there are many charities that help get ...
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Capable of helping clients in many areas, we provide open architecture strategies delivered in an investment fiduciary capacity.