Tag Archives | taxes

Image from page 178 of "Workable plans for wide-awake churches" (1906)

Shopping for Last Minute Tax Breaks

It wouldn’t be Christmas without lights on Main Street, cookies for Santa, packages from Amazon. And what’s Christmas without year-end tax legislation? Never to disappoint, Congress passed and President Obama signed into law the Tax Increase Prevention Act (TIPA) on December 19. For the most part TIPA is nothing new, and in fact the “extenders” […]

Continue Reading 0
Injured Piggy Bank WIth Crutches

Obamacare is coming- are you ready?

Will you be buying next year’s health insurance on the new exchanges?  Starting Tuesday October 1, individuals can enroll online at www.healthcare.gov for coverage effective January 1, 2014.  Small businesses can enroll beginning October 1 as well, but can’t do it online until November 1 due to a delay on that end.  The deadline for […]

Continue Reading 0
Stethoscope and piggy Bank

7 Signs You’re a Paradigm of Financial Health

I recently had the pleasure of helping Lisa Scherzer with an article she wrote for Yahoo Finance about ways to tell if you are financially ahead of the game. Here’s one of the ways she wrote about: “1. By age 40, you’ve accumulated 1 to 3 times your annual income. Many financial advisers use age-based […]

Continue Reading 0

DISCLAIMER: This web site is for informational purposes only and does not constitute a complete description of our investment services or performance. This web site is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEB SITE.

Part 2A & B of Form ADV: Firm Brochure