Blog

Spring Resolutions by Michael Alexander , CPA, PFS, MBA, Wealth Manager

Just because it is finally spring, tax season is over and we are all now thinking about summer vacation plans, please do not give up on your resolutions to make a will and review your insurance.

How to Buy Long Term Care

How to Buy Long-Term-Care Insurance*

When to get it, how much you need and ways to cut the cost.

By Kimberly Lankford, Updated January 2015

 

Editor's note: This article originally appeared in the November 2014 issue of Kiplinger's Personal Finance.

How to Protect Yourself from Tax Identity Theft by Michael Alexander, CPA, PFS, MBA

Unfortunately, every year, we have one or two clients who become victims of identity fraud. One of the most frustrating parts of the experience is that often you never find out exactly how it happened. And of course, dealing with the issue after the fact can be time consuming.

Employee Benefits: How Often Should I Review Them? by Michael Alexander, CPA, PFS

When my eldest daughter recently got her first full time permanent job (which by the way, I am thrilled about), she had many questions about the benefits her company was providing. It reminded me that many of us look at these questions only when we begin work or change jobs and then we set it and forget it.

Should I Take Social Security Now? by Max Kolbrenner, CPA

From the first paycheck of your first job, deductions for social security are part of your life. And for those who have worked for at least 10 years, the first day of eligibility is your 62nd birthday. People often ask me when should I start my social security benefits.

Surviving the Wedding Planning Marathon by Adrienne Alexander, Operations Director

Our daughter got married last summer but the planning began in earnest even before she and my son-in-law announced their engagement. Armed with the sage advice of friends who had already made weddings, here are the five most important things we learned:

Syndicate content