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The (Long) List of Financial Documents You Should Keep

(from Ron Lieber’s article in the Your Money section of the New York Times on February 23, 2018.  Click here for the original article.  Ron Lieber is the “Your Money” columnist, noted author and editor of the Bucks Blog for the Times.  Follow Ron on Twitter...

New Year, New Tax Code

New year, new tax code.  Let’s talk about The Tax Cuts and Jobs Act of 2017. We trust you’ve gotten your fill of opinions and interpretations of this legislation from your news outlet of choice, so we’ll keep this strictly to what the law says and how it will impact...

How Much Do I Owe You?

May is a great month for so many reasons – beautiful weather, the kickoff of summer and best of all 11 more months before we have to file taxes again!  As sure as May is to bring us reasons to smile, April can be a little more moody.  Rain and persistent cold can pop...

Money for Nothing

“In this world nothing can be said to be certain, except death and taxes.”  We’ve all heard this before.  Anytime I do, I think immediately of Brad Pitt in the movie Meet Joe Black.  He plays a personified version of death – Joe Black – who comes to take the...

Help People, Work Your Mind & Warm Your Heart

We often have clients ask us to share what we’re hearing from others in terms of how they’re reaching out, staying active and helping others.  The ways in which our clients, their friends, families, neighbors and loved ones give back is seemingly endless,...