The following articles are for educational purposes only. Periodically, I will share my thoughts on market developments.
January is Financial Wellness Month, a time to check-in with your financial strategy.
This blog will explain some of the advantages of doing your taxes two years at a time.
Social Security has a history as old as humanity itself. But what does Social Security look like in the United States, and more importantly, what does the future of Social Security look like? In this article, we review the past, present, and future of this important program.
Credit card debt has recently hit record highs. This blog will discuss the current state of credit card debt and provide strategies to help people pay down their debts.
Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your charitable contributions can create tax benefits for both you and your chosen charity.
Equity compensation can be a complex subject. Here's what you need to know about the value, risks and tax implications that go along with equity compensation.