facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog external search

Read our Blog


%POST_TITLE% Thumbnail

6 Common Tax Deductions That Many People Miss

While many Americans are aware of common deductions such as mortgage interest, there are other common deductions that are missed far more often. Together, these missed deductions can add up up to sizable adjustment. Here are five common deductions that are often missed.

%POST_TITLE% Thumbnail

5 Questions to Ask Before Hiring a Financial Planner

How can you tell that you're ready to bring a financial advisor into your life and your finances? Hiring a financial planner is an incredibly personal decision and is not to be taken lightly. Use these five questions as a guide while you consider if a prospective planner is the right choice for you.

%POST_TITLE% Thumbnail

2016 Q3 Review Q4 Preview

Politics, Social Media, Emails and the Economy. I do not remember a time when 3 months seemed both so long and so short. True, free elections aren’t always neat and tidy, but history strongly suggests they are a vital ingredient for long-term economic success.

Jeff's Notes
Schedule a meeting