May 14, 2024 Your Summer International Travel Checklist This blog will provide helpful tips for people traveling abroad to ensure a seamless trip. Read More
May 8, 2024 Do You Have to File Taxes For A Loved One Who Has Passed Away? This blog will be about filing a final tax return for a loved one who has passed away. It includes information that the person filing will need and discusses how to make the process easier. Read More
May 1, 2024 What You Need to Know About the Tax Cuts and Jobs Act This blog will talk about some of the most notable changes from the Tax Cuts and Jobs Act of 2018, as well as provide an update about what to expect when this bill is sunsetted in 2025. Read More
Apr 9, 2024 Can An AI Help Me Plan My Retirement? This blog will talk about the use cases and limitations of AI with regard to financial planning and emphasize the fact that human financial advisors are still far superior to AI. Read More
Apr 9, 2024 The Latest from the Silver Tsunami: Boomer Retirement Stats This blog is about the many ways our economy and society will change as more and more baby boomers retire. Read More
Apr 3, 2024 What Are Real Estate Investment Trusts? This blog explains what real estate investment trusts (REITs) are and includes information on the types of REITs, their benefits and drawbacks, and how to invest in REITs. Read More