Financial Planning

We are recommending this Money.com article to better understand what goes into your credit report.

This blog is intended to raise listener awareness of how recent and potential future tax law changes are causing planners to radically rethink the traditional advice and strategies we have been giving our clients for decades.

Thinking about artificial intelligence and how autocorrect can sometimes get the better of us.

When rejoining the workforce, an older couple saved thousands of dollars thanks to a little known IRS rule.

A "case study" which explains two huge misconceptions surrounding social security benefits.

What are some of the most important factors to consider when estate planning? JR Robinson discusses why the Advance Health Care Directive is so important.

When dealing with client estate planning documents what are some practices you can use to prevent financial errors? Our latest blog post explains why certain catches and practices are a bigger deal than you may think...

The Paycheck Protection Flexibility Act brings good news to small business owners who Received PPP Loans

A new IRS announcement, Notice 2020-51, is offering relief to taxpayers who take required minimum RMDs before the CARES Act was passed.

Hackers interfering with a client's finances is not an uncommon occurrence, and combatting such threats can include simply knowing a client well.