New Tax Laws

New Tax Laws

SECURE Act & Tax Extenders Passed The SECURE Act (Setting Every Community Up for Retirement Enhancement Act of 2019) was signed into law on December 20th.  It previously passed the U.S. House of Representatives in July 2019 and then the Senate on December...
Philanthropy Life Lessons

Philanthropy Life Lessons

Pass Your Values to Your Grandchildren Money can be used in limitless ways.  Funding retirement, investing in businesses, traveling, purchasing real estate and giving the family members who come after you a head start in life are endeavors on which many people...
Year-End Tax Planning Ideas

Year-End Tax Planning Ideas

Tips to Help You Save As the end of 2019 is approaching, now is the time to review strategies that can help you maximize your tax savings. The Tax Cuts and Jobs Act of 2017, the largest tax law change in 30 years, may have altered the approach you need to take in...
Vetting Charitable Organizations

Vetting Charitable Organizations

Give Wisely this Holiday Season It’s the holiday season and the spirit of giving is in the air. From the familiar sound of a Salvation Army bell ringer asking for your spare change, to local food and clothing drives, there are many simple ways you can lend a helping...
Telephone Scams

Telephone Scams

How You Can Protect Yourself Con artists and scammers alike pose a very real threat to your financial security. With access to the internet and a few keystrokes, it’s possible for almost anyone to learn at least some basic details about complete strangers. If they can...