By Jen Hildebrand This time of year is about the joy of giving. Gifts can take many forms – usually they are a combination of your time, talent and treasure. As financial planners, now is also the time of year we remind our clients to claim a tax deduction for their...
By Patrick Amey Congratulations, you have been named a partner at your law firm. If you have joined a big law firm, this may have been your goal from Day One, the reason you sacrificed nights and weekends to bill 2,000-plus hours each year, the reason that you have...
By Patrick Amey As a financial planner, I can’t begin to tell you how many questions I get about college saving strategies, particularly 529 plans. And it makes sense, these plans vary by state, the potential tax can be confusing, and people often feel very strongly...
By Jamie Bosse Whether you are working, retired, or somewhere in between, this is the time of year to evaluate your health care options for next year. Many employers do their company sign-ups in the fall and there are several deadlines to be aware of if you are on...
By Patrick Amey It can be a little boring and may require a tax accountant, but I have found that a tax projection in the fall can very beneficial. At this point in the year, you have received more than half your income, and withheld or made more than half of your...
