Planning Your Financial Future July 2018 As we head into the 4th of July, enjoy the time with your family and friends. But, if you are using firecrackers, please be careful. Some items may seem small, but they can do a… Read More
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June 2018 Newsletter
Planning Your Financial Future June 2018 Summer is approaching, and the year is almost half-over. School will end soon and the days are getting longer, meaning children will be out playing and riding bikes. Be careful, and anticipate them running… Read More
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May 2018 Newsletter
Planning Your Financial Future May 2018 May has arrived, trees are blooming and flowers are appearing! Stay alert when driving as the little ones will be outside playing and running. Dividend Investing: Small Payments Can Boost Returns Find out how… Read More
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April 2018 Newsletter
Planning Your Financial Future April 2018 We are in the home stretch. Couple more weeks to go before the 17th! If you haven’t started gathering your tax documents for your preparer by now, you will probably have to file an… Read More
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March 2018 Newsletter
Planning Your Financial Future March 2018 If you haven’t started gathering your tax documents, don’t wait much longer. Business income tax returns are due March 15th for partnerships and some corporations. Due Date Approaches for 2017 Federal Income Tax Returns Federal income… Read More
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February 2018 Newsletter
Planning Your Financial Future February 2018 If you have investments, check with your broker when you receive your 1099s. Verify with them that the 1099 you received is the final one, or if they will be sending revised 1099s at… Read More
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January 2018 Newsletter
Planning Your Financial Future January 2018 As we enter a brand new year, I would like to thank you for being more than a client, but a friend, in 2017. May 2018 be prosperous to each and every one of… Read More
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December 2017 Newsletter
Thanksgiving is over, and Christmas will be here shortly. You may want to think about your taxes, also. You still have time to make an extra mortgage payment to increase your mortgage interest deduction, put some money into your retirement… Read More
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November 2017 Newsletter
The months are flying by. Children will be out on Halloween. Please drive safely and maintain awareness of all that is going on around you! What You Can Do with a Will A will can help distribute property according to… Read More
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October 2017 Newsletter
Individual income tax returns that have been placed on extension are due the 15th of October. The clock is ticking. Company Stock and Your Portfolio: Keep Your Eye on Concentration Risk The opportunity to acquire company stock – inside or outside… Read More