So you’ve reached the time in life where you’re out of college, in your first or second full-time job, maybe single, married, or just had your first child. Regardless of what “stage” you’re in, you are probably classified by most as being from the “Millennial” generation. You may be thinking that you’ve just barely entered […]
Rob Yeend
Obamacare vs. the GOP plan: What’s Different and What Does It Mean
Eyes have been on Washington in recent months as President Trump begins to put into action some of the claims made throughout his candidacy. One long-awaited claim has finally been revealed though: his, and the GOP’s, promise to repeal and replace Obamacare. Now that their plan has been disclosed to the general public, many are […]
IRS Warns Against Phone Scams & How To Not Fall Victim
Although it is always smart to be aware and keep watch for potential scams, whether via phone or email, this time of year can be especially perilous. Tax season often sees a rise in scamming activity as many scammers understand the heightened pressure taxpayers feel regarding money and taxes. The IRS has released a warning […]
Trump and the Housing Market: How His Plans Could Impact the Market in 2017
While a new year often brings about new changes, 2017 is shaping up to be a year of many significant adjustments, due in large part to President-Elect Trump’s new policy proposals, specifically his tax plan. If you’d like to learn more about his tax proposals, check out our December article highlighting major changes for individuals […]
Guide to Gift-Tax Free Tuition Giving
It is certainly no secret that the cost of attending college has increased significantly in the last several years. In fact, a 2015 study by US News suggested that the cost of tuition at both private and public institutions has risen by an average of 225 percent since 1995. With such drastic cost shifts, the […]
Thinking Ahead: Year-End Tax Planning
Though it may seem like summer has just ended, the year is coming to a close quickly, and it is never to early to begin year-end tax planning. One of the best ways to set yourself up for positive gains in the future is to begin strategizing now and take into consideration any changes you […]
Protect your Children – From Identity Theft?
Identity theft is something that most Americans now understand quite well. From unauthorized credit lines in your name to filing fraudulent tax returns, the damage that can be done by identity theft can be substantial and can take a long time to undo. Identity theft occurs when someone obtains personal information and uses that information […]
