Tag: tax planning

Divorce & Taxes: The Lesser Known Sibling To Death & Taxes

Jan 31, 2018
For as long as I can remember financial professionals have joked that there are only two guarantees in this world; death and taxes.  At first, I didn’t quite understand the joke but as my professional...

3 Ways To Get Screwed During A Divorce

Jan 17, 2018
It it silly to think that had the marriage lasted the “hot and heavy” aggression would have been kept behind closed doors instead of feeling like you’re getting screwed during the divorce.  Now that the...

Tax Planning for Special Needs Families

Mar 15, 2017
Special Needs Planning involves many layers, one of which is managing the finances of those with special needs.  A guardian of the estate, power of attorney for financial management, or trustee of a special needs...

Ready for a Financial Checkup?

Schedule your complimentary 45 minute financial review session today.