Willful Mistakes
Hopefully, our blog post, You have a will, right? inspired you--or freaked you [...]
Seth Gerber earns Certified Plan Fiduciary Advisor (CPFA®) Professional Designation
Congratulations to our own Seth Gerber on earning the Certified Plan Fiduciary Advisor [...]
Enough Already!
When the market just continues to go nowhere or--worse--down, I think of a [...]
It Doesn’t Matter Until it Does
Insurance may not be the first thing that comes to mind when you [...]
An Opportunity in the Making
The start of 2022 has been rocky, to say the least. Recently, the [...]
Really, You Don’t Need to Look
Have you been losing sleep over the stock market? If there’s any way [...]
Why are my Property Taxes Going Up?
Every spring and fall we are reminded of the fact that we are [...]
Maximizing Your Giving Strategy
The Tax Cuts and Jobs Act (TCJA) that was passed in 2017 changed [...]
A Market Correction is Coming
A market correction is coming, we just don’t know when. Good economists know [...]
Year-End Reminder: Tax-Planning Opportunities
Every year, U.S. taxpayers face a number of year-end deadlines which, if ignored, [...]