Financial Services Since 1991


Donating a Car to Charity

If you donate your car to charity, you may claim a tax deduction for the donation if you itemize your deductions on your federal income tax return. To get started, you’ll need to pick a qualified charitable organization, determine the fair market value (FMV) of your car, and obtain the necessary documentation for your donation.…

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Top 10 Tips for Fiscal Fitness

As days turn into weeks and weeks turn into months, it may feel like there is little time to catch up on all of your financial responsibilities. Sometimes it may be easier to simply toss ATM receipts, credit card bills, and bank statements into the “junk drawer” to deal with later. But, later never seems…

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Am I Having Enough Withheld?

If you fail to estimate your federal income tax withholding properly, it may cost you in a variety of ways. If you receive an income tax refund, it essentially means that you provided the IRS with an interest-free loan during the year. By comparison, if you owe taxes when you file your return, you may…

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10 Terms Every Investor Should Know

If you’re new to investing, you may encounter some unfamiliar jargon. Understanding the following terms may help you become a more confident investor. Portfolio An investment portfolio is a collection of investments owned by an individual or an institution. Typically, a portfolio comprises a mix of asset classes such as stocks, bonds, and cash. An…

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How Will President Trump’s Tariffs Impact Your Investments?

August 2018 Fundamentally, the topic of tariffs is good. Government leaders implement tariffs on foreign products and services to restrict imports by tacking on additional taxes or fees. The aim is to make foreign products less attractive to domestic consumers. [1] Establishing tariffs, proponents argue, helps correct trade inequities and boost domestic production and growth. Proponents…

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Are You Prepared For Mental Decline?

March 2018 No one likes to think about cognitive decline in themselves or their loved ones. But, for many families, this is an incredibly important topic to address. In fact, 5.5 million Americans have Alzheimer’s disease, including 10% of people aged 65 and older. When they pass away, 1 in 3 seniors has Alzheimer’s or other…

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