A quick reminder regarding the importance of your credit report – your credit rating can affect qualifying for a loan and the interest...

The following article is by Weston Wellington at Dimensional Fund Advisers. I find his articles informative and humorous. Enjoy... Nine...

I recommend periodically reviewing your beneficiaries on your investment accounts. Generally you can designate a beneficiary (and...

Like most of the 140+million US citizens I was distressed to find that much of my most confidential information was exposed because of...

Traditional IRAs (Individual Retirement Arrangements) and other retirement plan contributions can provide a tax benefit annually,...

Many of us have children graduating from college. You may want to provide some financial guidance for your graduates as they enter the...

Our clients sometime ask about their investment returns as compared to the S&P 500. At times, our returns seem to under-perform this...

I opened my CPA firm in 1989 (think pre-personal computer). At first, I didn't prepare a lot of tax returns. I primarily provided...

While many of my clients may not depend on their social security benefits for a successful retirement, it's still important to maximize...

I play this game when I'm reading financial news. If the author is attempting to forecast the future, I save the article with a date. A...