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Why a Credit Freeze is the Best Response to a Data Breach
Asset ProtectionThe latest data breach may have you worried about your personal information. Learn about a simple step...
What’s Your Money Archetype?
Retirement PlanningThere are eight common money behavior patterns or “archetypes” battling it out in every investor....
The Smart Tax Planning Newsletter October 2023
Tax PlanningIn This Issue: Donating Clothing to Goodwill and the Salvation Army Deduct Travel by Car, Train, Plane, or...
Cybersecurity Monthly Newsletter October 2023
Asset ProtectionIn this issue: Staying One Step Ahead: How Seniors Can Avoid Cybersecurity Attacks Cybersecurity...
Last Chance Financial Planning Checklist 2023
Financial GuidesOften our financial picture and plan changes from year to year. Changes in different areas of your...
Act Now! Get Your Safe-Harbor Expensing in Place
Tax PlanningBradford InstituteHere are two tax words that you have to love: "safe harbor." And here are five...
Family Loans: Only Path to a Decent Home Loan Interest Rate
Tax PlanningBradford InstituteYou may want to help a family member buy a home by making a loan to that person. That...
Fall 2023 Key Financial Deadlines
Financial GuidesAs we embrace the arrival of the fourth quarter, I am pleased to share with you our Fall Key Planning...
Health Care Checklist for Finding the Best Coverage
Retirement PlanningMedicare and health insurance open enrollment starts on October 15th. To help you find the best...
Holding Real Property in a Corporation: Good or Bad Idea?
Tax PlanningBradford InstituteReal estate prices have cooled off in many parts of the country. In some areas, values...
The Smart Tax Planning Newsletter September 2023
Tax PlanningIn This Issue: HSAs for Business Owners Act Now! Get Your Safe-Harbor Expensing in Place Key Insights into...
Cybersecurity Monthly Newsletter September 2023
Asset ProtectionIn this issue: Three Scams Targeting College Students Cybersecurity Shorts Software Updates Welcome to...
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Q2 2023 Quarter End Securities Update
Retirement Planning: SecuritiesJoseph Maas, Synergy Asset ManagementFinancial Markets Equities. All three major...
Summer 2023 Key Financial Deadlines
Financial GuidesAs summer unfolds, we are pleased to present our Summer Key Planning & Investment Deadlines guide....
One Ugly Rule for Owners of S Corporations Deducting Health Insurance
Tax PlanningBradford Tax InstituteAn ugly rule applies to how S corporation owners deduct the cost of health insurance...
A Securities Market Update for You – May 2023
Retirement Planning: SecuritiesJoseph Maas, Synergy Asset ManagementFinancial Markets Last week ended with a...
Inflation Update May 2023
Asset ProtectionSynergy Asset Management, LLCSummary: Consumer-focused measures of inflation, such as CPI and PCE have...
Six Answers for Small and Solo Businesses about Health Insurance
Retirement PlanningBradford Tax InstituteIn this article, we answer some questions that will benefit small and...
A Workable Solution for Baby Boomers Near Retirement
Retirement PlanningWorried about having enough saved for retirement? Here’s a simple approach: work just a few years...
Social Security: The Important Questions
Retirement PlanningThose “How much do you know about Social Security?” quizzes you see online are fun and interesting,...
Spring 2023 Key Financial Deadlines
Financial GuidesSpring is upon us. This means it's time for the Spring Key Planning & Investment Deadlines. Every...