Category: Commentary

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5 Financial Moves to Consider Before the New Year

5 Financial Moves to Consider Before the New Year With the end of the year rapidly approaching, finding time for a thorough year-end inventory of your finances may be difficult. However, putting it off until after the New Year could cost you. Here we have compiled a list of several strategies that will help you realize hard-dollar savings on next year’s tax liability and prepare you for financial success in 2019. 1) Maximizing Contributions to Tax-Advantaged Retirement Accounts... Read More
at Wednesday, December 12, 2018
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Tax Cuts and Jobs Act – the Good, the Bad and the Ugly

On December 22nd the Tax Cut and Jobs Act became law and with it significant changes to how businesses and individuals will be taxed beginning in 2018. Usually when a tax bill passes we try to summarize all of the changes but in this case the changes are more than we can address in a single post, so I will address some of the big items and provide resources if you want to dive deeper. This tax reform is far from perfect. There are some good features and some bad ones. Below you will find our... Read More
at Monday, January 8, 2018
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Thoughts on Giving Tuesday

With Thanksgiving, Black Friday, and Cyber Monday behind us, welcome to Giving Tuesday! Giving Tuesday is a global movement dedicated to charitable giving and powered by social media. For many, Giving Tuesday marks the beginning of a season of generosity that flourishes through year-end. With that in mind, we want to offer some ideas on ways to give back and how to maximize your charitable intentions. Charity Begins Online Amazon Smile  allows you shop as you normally would... Read More
at Tuesday, November 28, 2017
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Thoughts on Disaster Relief

There have been a remarkable series of tragedies sweeping the world recently. Many who are not to be affected directly by the hurricanes, earthquakes, and fires still have a desire to help. This is why we are providing information about Direct Relief , a charitable organization founded in 1948 that provides international humanitarian aid and emergency assistance. They are highly rated and very efficient in directing charitable donations to specific areas of need, earning the number one... Read More
at Sunday, October 15, 2017
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Good Fortune For Physicians

When you look at the earning potential of professionals today, physicians are consistently ranked as some of the highest compensated professionals in America. However, in spite of the fact that most earn incomes well above the national average, many physicians still face significant financial challenges. Some of these challenges have become even more prominent given the uncertain future of American healthcare. Fortunately, with the proper guidance, physicians can take a systematic and... Read More
at Wednesday, September 27, 2017
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