Charitable Giving

Charitable Giving Tips in Light of the New Tax Law

Steven G. Albert, CPA, MST Tax Planning For Businesses, Tax Planning For Individuals, Investing, Personal Finance, Tax Reform Leave a Comment

In this post we’ll discuss how to maximize your charitable giving deduction in view of the new tax law. The new tax law increases the standard deduction for individuals and …

Financial Advisor

10 Reasons You Need a Financial Advisor

Christine R. Schmitz, MA, CPA, PFS, CFP®, LTCP Investing, Personal Finance 20 Comments

Have you managed your own savings and investments in the past? Are you now considering professional help? Don’t go it alone. Here are ten benefits of working with a financial …

Retirement Plan

Why Your Small Business Should Have a Retirement Plan

Glass Jacobson Wealth Advisors Tax Planning For Businesses, Business Management, 401k, Retirement Plans, Personal Finance Leave a Comment

Offering a retirement plan provides many different benefits for you and your business. In the next few blog posts, we will take a look at different types of retirement plans, …

divorce settlement

Divorce Settlements: Which Assets You Should Consider

Michael K. Creamer, CPA, CFP®, CDFA, ADPA Divorce, Personal Finance, Tax Planning For Individuals Leave a Comment

“How did we get to this point?”  “What happened to us?”  “When did it all go so terribly wrong?” Couples facing the heartbreaking decision to stay married or to divorce …

Investment Advisory

Coordinated Wealth Management: Why It’s Crucial to Financial Success

Jonathan S. Dinkins, CPA/PFS, CIMA®, AIF® Tax Planning For Individuals, Investing, Personal Finance Leave a Comment

Learn more about our coordinated wealth management services.Many people mistakenly believe that it is important, or even safer, to have multiple financial accounts with multiple advisors. With this approach, there …

Market Volatility

Comments on Last Week’s Market Volatility – February 13, 2018

Jonathan S. Dinkins, CPA/PFS, CIMA®, AIF® Investing, Personal Finance, Economic Update 1 Comment

Though last week may have been unnerving for many, the dramatic changes in stock values were not unexpected. The significant declines were orderly and only the past few weeks’ gains …