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I have to say in all honesty, that today's Brief has left me feeling too much like Ebenezer Scrooge on the last business day before Christmas, but as he would say - 'its business.' We have been getting a lot of questions from clients regarding how the...

Here's what's in the final House-Senate tax bill according to the providers of our tax analysis software - Bloomberg BNA Tax - as written by Laura Davison, Allyson Versprille, and Kaustuv Basu.   "Congressional Republicans released the conference committee report detailing specifics of the tax bill they hope...

That’s a great question. It’s a question that I hear a lot as a financial planner. Maybe it’s a question YOU have, sitting wherever you’re sitting, reading this article. Here’s the thing though, like most great questions, questions that seem like they should have a great...

The Holiday Season is here and when it comes deciding what gifts we’d like to give our friends and family most of us are somewhere on the spectrum between vaguely conceptualizing that it may be about time to start shopping and picking up a few...

Maybe, just maybe, in this brief period between Thanksgiving and Christmas, you've got a few moments to think about and act on your finances. It's a great opportunity to do so, as you still have a little bit of time to get some important things...

"I shall never use profanity except in discussing house rent and taxes. Indeed, upon second thought, I will not even use it then, for it is unchristian, inelegant, and degrading--though to speak truly I do not see how house rent and taxes are going to be...

The U.S. House of Representatives released their tax bill to the public yesterday with great fanfare to a mix of joy on the one side and wailing and gnashing of teeth on the other. If the devil's in the details - Halloween is not over...

A relatively small adjustment today can have a huge impact on our future goals and lifestyle. How often do we lament, 'if I had only done this sooner'? What a pleasure it was to live in our beautifully renovated home, just before we sold it....