COVID-19 Tax Changes

By |2020-04-14T11:23:02-07:00April 14th, 2020|

Because of the emergency situation surrounding the current pandemic, the IRS and Congress have provided relief for taxpayers. In a normal year, we would be up against a deadline [...]

Stock Market Wisdom

By |2020-03-27T06:47:29-07:00March 13th, 2020|

The past few weeks have been turbulent for the stock market. While we like to remind our clients that drops are normal and part of the journey to building [...]

Silver Tsunami

By |2020-03-03T16:54:54-07:00March 3rd, 2020|

OK boomer, what’s the “Silver Tsunami?” No, it’s not an actual wave, it’s a fun name for the real estate impact of baby boomers potentially selling 25% of homes [...]

Tax Planning Tips for 2020

By |2020-02-25T18:36:37-07:00February 25th, 2020|

Planning for your taxes takes more than a few hours every Spring. Proper planning throughout the year can mean more money in your pocket and less headaches in April. Follow [...]