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5 WAYS TO AVOID IDENTITY THEFT AT TAX TIME

  • Posted by Michael Kane, CFP®
  • On March 13, 2017
It is a great time of year to revisit your financial and investment plans as you prepare to file your annual tax returns. Unfortunately, it’s also a time of year in which identity thieves target unsuspecting taxpayers. One of the most common thefts committed around tax time involves the filing of fraudulent refund claims using […]
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TIPS FOR REDUCING YOUR TAX BILL

  • Posted by Brad Bridgewater
  • On February 3, 2017
With spring comes the anticipation of warmer weather and flowers in bloom. Unfortunately, spring also finds a lot of us scrambling to answer two important questions: How do I reduce my current tax bill, and what can I do to reduce next year’s tax bill? Here are some tips to help you reduce your liability […]
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THREE SMALL CHANGES TO MAKE YOU A BETTER INVESTOR

  • Posted by Brad Bridgewater
  • On January 20, 2017
There was a time when making wise investment decisions was a much less complicated process. You stashed away some money in your 401(k) and maybe invested in CDs or savings bonds that offered modest but consistent returns. But modern financial markets and the nearly limitless choices they offer have made investing more complex and raised […]
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