Unsung Heroes
Unsung Heroes They set the standard. They were the first. They were innovators. And you’ve probably never heard of them. I’m referring to the twenty-five Black men of the Freedom House Ambulance Service who, in 1967, became the first fully trained paramedics in United...
What Does Down Really Mean?
What Does Down Really Mean? When we talk about investments and markets, we often say things like accounts are “down in value” or will go “up and down” as they trend upward. I think this is a pretty straightforward analogy for what happens in the markets and in our...
The Tariff-Related Questions That Investors Should Be Asking
The Tariff-Related Questions That Investors Should Be Asking “What should we do about tariffs?” It’s a question I’ve heard a lot lately, often with a note of fear in the voice of whoever is asking it. In this message, I want to answer that question. I also want to...
Financial Spring Cleaning Checklist
Financial Spring Cleaning Checklist Spring is in the air, and that means it’s time for spring cleaning. But wait! Before you pick up that dustpan, give a thought to your financial spring cleaning first. What do finances and spring cleaning have to do with each other?...
The New Trade War: What You Need to Know About U.S. Tariffs
The New Trade War: What You Need to Know About U.S. Tariffs We’ve known it was coming, but on February 1, President Trump made it official: The U.S. intends to levy a 25% tariff on imports from Canada and Mexico, plus a 10% tariff on imports from China. (This is on...
Frugal February: A Month to Reset Your Finances
Frugal February: A Month to Reset Your Finances February may be the shortest month of the year, but it presents a great opportunity to take control of your finances. Frugal February is all about adopting mindful spending habits, cutting unnecessary expenses, and...
Protecting Your Data: Why Privacy Matters During Tax Season
Protecting Your Data: Why Privacy Matters During Tax Season Tax season is a prime time for cybercriminals to target individuals and businesses. With sensitive financial data being shared online and through various platforms, safeguarding your personal information is...
DIY Taxes vs. Hiring a Tax Professional: Which Is Right for You?
DIY Taxes vs. Hiring a Tax Professional: Which Is Right for You? Tax season can be a stressful time, and one of the biggest decisions you’ll face is whether to file your taxes yourself or hire a professional. Both options have their advantages, depending on...
Important 2024 Tax Filing Tips
Important 2024 Tax Filing Tips As the 2024 tax filing deadline approaches, we want to ensure you feel confident and well-prepared. Whether you're anticipating a refund, preparing for payments, or aiming to stay compliant, thoughtful planning can simplify the process....
What You Need to Know About the 2025 Standard Deduction Increases
What You Need to Know About the 2025 Standard Deduction Increases As we head into 2025, the IRS has announced adjustments to the standard deduction amounts to account for inflation. These updates can have a meaningful impact on your tax planning and financial...
Unsung Heroes
Unsung Heroes They set the standard. They were the first. They were innovators. And you’ve probably never heard of them. I’m referring to the twenty-five Black men of the Freedom House Ambulance Service who, in 1967, became the first fully trained paramedics in United...
What Does Down Really Mean?
What Does Down Really Mean? When we talk about investments and markets, we often say things like accounts are “down in value” or will go “up and down” as they trend upward. I think this is a pretty straightforward analogy for what happens in the markets and in our...
The Tariff-Related Questions That Investors Should Be Asking
The Tariff-Related Questions That Investors Should Be Asking “What should we do about tariffs?” It’s a question I’ve heard a lot lately, often with a note of fear in the voice of whoever is asking it. In this message, I want to answer that question. I also want to...
Financial Spring Cleaning Checklist
Financial Spring Cleaning Checklist Spring is in the air, and that means it’s time for spring cleaning. But wait! Before you pick up that dustpan, give a thought to your financial spring cleaning first. What do finances and spring cleaning have to do with each other?...
The New Trade War: What You Need to Know About U.S. Tariffs
The New Trade War: What You Need to Know About U.S. Tariffs We’ve known it was coming, but on February 1, President Trump made it official: The U.S. intends to levy a 25% tariff on imports from Canada and Mexico, plus a 10% tariff on imports from China. (This is on...
Frugal February: A Month to Reset Your Finances
Frugal February: A Month to Reset Your Finances February may be the shortest month of the year, but it presents a great opportunity to take control of your finances. Frugal February is all about adopting mindful spending habits, cutting unnecessary expenses, and...
Protecting Your Data: Why Privacy Matters During Tax Season
Protecting Your Data: Why Privacy Matters During Tax Season Tax season is a prime time for cybercriminals to target individuals and businesses. With sensitive financial data being shared online and through various platforms, safeguarding your personal information is...
DIY Taxes vs. Hiring a Tax Professional: Which Is Right for You?
DIY Taxes vs. Hiring a Tax Professional: Which Is Right for You? Tax season can be a stressful time, and one of the biggest decisions you’ll face is whether to file your taxes yourself or hire a professional. Both options have their advantages, depending on...
Important 2024 Tax Filing Tips
Important 2024 Tax Filing Tips As the 2024 tax filing deadline approaches, we want to ensure you feel confident and well-prepared. Whether you're anticipating a refund, preparing for payments, or aiming to stay compliant, thoughtful planning can simplify the process....
What You Need to Know About the 2025 Standard Deduction Increases
What You Need to Know About the 2025 Standard Deduction Increases As we head into 2025, the IRS has announced adjustments to the standard deduction amounts to account for inflation. These updates can have a meaningful impact on your tax planning and financial...
