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Tax Filing Deadline & Reminders

Mark your calendars, the personal tax filing deadline is Monday, April 15, 2024. As Tax Day draws near, we would like to help ensure you have a smooth….

Wire Fraud: A Cautionary Tale for Clients

We’ve all heard of wire fraud and have likely seen many cautionary tales on the news, thinking that we would never be the victim of such a crime…

The Building Block of Your Financial Plan

Have you ever wondered why we’re so obsessed with collecting data, from paycheck stubs to driver’s license copies? At times, data requests…

Year-End Tax Planning

As the end of 2023 approaches, it’s time to start thinking about year-end tax planning. While some things are out of our control when it comes to taxes, others are within our control. So, what…

Succession Planning for Business Owners

If you own your own business, you are likely very busy both growing your business and propelling the day-to-day business operations forward.

Managing Your Finances with Vantage Point…

In recent years, you probably noticed that the cost of everything, from groceries to plane tickets, has been rising. It is even more likely that you’ve…

Navigating FAFSA and 529 Education Account…

Planning for college education costs is a complex, lengthy and likely, expensive endeavor. At first glance,

Long-Term Care Insurance: Do you need it?

As people approach retirement, one of their biggest financial concerns is the possibility of needing...

New Retirement Plan Opportunities for 2025 

As we head into 2025, several new changes to retirement plan rules could provide opportunities. The...

The Importance of Planning for the Unexpected

If you have ever worked with a financial advisor, they likely asked you if your estate planning...

Charitable Giving: Stock Donations, Donor Advised Funds and Qualified Charitable Distributions

As the end of the year approaches, many people decide to make donations to local charities. If this...

Inheriting an IRA Account

Inheriting assets can evoke a range of emotions; from the sorrow of losing a loved one to the joy of...

Precautions to Protect your Personal Data

Company data breaches have become more frequent every year. In 2024, hackers have compromised...

Understanding the Capital Gain Exclusion on Personal Residences

Homeownership is a primary goal for many Americans, which is why around two-thirds of homes in the...

Private Equity: Should it be a part of your portfolio?

You may have heard about private equity but also may not know very much about it. Many investors are...

Unlocking Your Retirement Account: Understanding Substantially Equal Periodic Payment (SEPP)

Have you reached financial independence but have continued to work until age 59.5 to avoid the 10%...