Insights and Commentary
The market commentary, financial newsletters and informative articles we’ve compiled here are designed to give you new insight into financial matters that may be important or relevant to your life. Bookmark this page and visit regularly for updates. As always, if there is anything else you ever need, feel free to let us know.
Can homeschooling and a full-time job co-exist?
Juggling schoolbooks and paychecks isn’t for the faint of heart, but can be a rewarding endeavor with the right expectations and support.
Family & Lifestyle
Unexpected tax bill? Avoid compromising your long-term plan
Surprised in spring by a tax bill you didn’t anticipate? Consider strategies for settling up without disrupting your longer-term financial progress.
Tax Planning
The dual benefits of non-cash donations
Maximize your philanthropic mission and minimize taxes.
Estate & Giving
Have you hired the right tax accountant?
Five signs you’ve chosen the right accountant; two signs that suggest proceeding with caution.
Tax Planning
Infographic: Five habits of 401(k) millionaires
You don’t have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement.
Retirement & Longevity
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
Estate & Giving
Life-changing events change your taxes, too
Review how six major life events can impact your federal return..
Tax Planning
“Those who keep learning, will keep rising in life.”