27 Nov
November 27, 2017

Tax filing season is fast approaching and with that will come another barrage of attempts at tax return fraud. The attacks on your information and your refund continue at an alarming rate. To help prevent becoming a victim, it’s crucial you stay aware of possible scams and safeguard your personal information. A common scam that startles tens of thousands of us each year is receiving a call from an IRS impersonator.

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07 Mar
March 07, 2016

At the beginning of each tax season, the IRS releases a list called the Dirty Dozen, featuring the top tax scams for the year. Identity theft makes a repeat appearance on the 2016 Dirty Dozen. In mid-February the IRS reported that there was a surge in phishing and malware incidents as the 2015 tax season began. Identity theft is a constantly evolving threat, and it is important to stay informed about the ways you can protect yourself.

Beware of Phishing
Thieves are

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09 Nov
November 09, 2015

Have you asked yourself where your paycheck will come from in retirement? Once taxes  are considered, will it be enough to live the way you want? For most of us, starting and ending our career with the same company is a thing of the past, as are the days of pension checks funding the majority of our retirement.  For better or worse, most of us now bear the responsibility for our own retirement planning and determining how our savings will

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10 Aug
August 10, 2015

Our journey through life involves setting goals such as graduating from college, buying home, starting a new business, or traveling the world, and working to accomplish those goals. It’s invigorating to identify a dream and set plan in place to achieve it. The feeling of pride that comes from reaching a new milestone and realizing the fruit of our efforts is one of a kind.

Saving for retirement is a very important life goal but it can

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16 May
May 16, 2011


Each spring, thousands of people take part in the ritual known as “Spring Cleaning.” Rugs are shaken out, window and door screens are sprayed with water, and the garage gets a much-needed sweep. This creates a sense of cleanliness and new beginnings for the upcoming summer season. However, what some people fail to realize is that “Spring Cleaning” can also mean starting fresh or “cleaning-up” other areas of your life.

When was the last time you prepared a snapshot of where

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23 Jan
January 23, 2009

Most of us with assets invested in the market have been in a state of depression, shock, or stupor for what seems like an eternity.  And there doesn’t seem to be much relief in site anytime in the near future.  Well to quote a famous line from one of Cher’s movies “Snap out of it!”  There is little we can do to drastically sway the markets, so while riding through the storm, direct your focus on the other

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