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Why Open a 𝙢𝙮 Social Security Account?
Retirement PlanningYou might assume it's safer to keep your personal details—especially your Social Security...
Shifting into High Gear – Profit Margins in Focus
SECURITIESPeter Lynch once said “I always thought if you looked at ten companies, you'd find one that's interesting,...
Spring 2022 Key Financial Planning & Investment Deadlines Checklist
Financial GuidesSpring is here! As some of you may or may not know, every quarter I like to send my clients, family,...
Cybersecurity Monthly Newsletter March 2022
Asset Protection In this issue: Russia-Ukraine War: Cybersecurity Implications Cybersecurity Shorts Software Updates...
The Smart Tax Planning Newsletter March 2022
Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the...
Essential Tax Tips for IRAs
Tax PlanningDenise Appleby, APA, CISP, CRC, CRPS, CRSPWoe to the taxpayer who runs afoul of the numerous and confusing...
How College 529 Savings Account Withdrawals Are Taxed & Why You May NOT Want to Use a 529 Plan Altogether
Tax Planningby the Bradford Tax InstituteSection 529 college savings plans have been around long enough that...
The Smart Tax Planning Newsletter February 2022
Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the...
Cybersecurity Monthly Newsletter February 2022
Asset Protection In this issue: Don't Fall for These Scams this Tax Season Cybersecurity Shorts Software Updates...
New Retirement Rules – What you need to know about the SECURE Act
Financial GuidesThere have been some major retirement rule changes following the passage of the SECURE Act and you may...
Deducting Meals and Entertainment in 2021 -2022
Tax PlanningA special report by the Bradford Tax InstituteHow much can you deduct for business meals and...
Cybersecurity Monthly Newsletter January 2022
Asset ProtectionIn this issue: Cybersecurity Shorts Software Updates Happy New Year! We hope 2022 has been good to you...
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Key Planning & Investment Deadlines Winter 2021
Financial GuidesDo you know what days the market closes for 2021? Or when different tax forms are due? Or when the...
Healthy Financial Habits for Couples
Relationships take work. Having a financial plan that you share with your spouse will reduce friction and help align...
Monthly Client Newsletter December 2020
Wrapping up 2020 It’s a new year! How did you do with your year-end tax planning? Let’s review some questions and...
2021 Key Financial Data
Financial Guides Happy New Year to you and your family! I hope you and your family had a safe and healthy holiday...
Disposable vs. Discretionary Income
What's the difference between disposable income and discretionary income? "How much disposable income do you have?"...
Financial Fitness for the New Year
Are you financially fit? New Year's resolutions often revolve around physical fitness. But financial fitness is just...
10 Common Medicare Questions Answered
Asset ProtectionMedicare is more complicated than most people think. Here are ten of the most common questions that...
EPISODE 15 The Three Buckets of Real Estate Investing
Financial IndependenceA Better PerspectivePodcastPresented by Lance Edwards and Randy LuebkeIn this episode of...
Retirement PlanningIf you have been laid off or face business downturns, you may wonder if you should claim Social...