Say Goodbye to Interest Income on Your Tax Return

Do you pay interest income on your tax return? If you answered “yes,” what if I told you that there are ways to manage that interest income?  Often, if you’re paying interest income taxes, it’s because you’re either not taking the appropriate risk or aren’t managing...

Do I Need a Financial Advisor or Should I Do It Myself?

“Do you really need a financial advisor, or should you just do it yourself?” I hear this question a lot, as financial planning and tax planning often go hand in hand. Managing investments is complex, and there are many nuances that the everyday person may not...

Tax Planning vs. Financial Planning: Understanding the Difference

You know what they say about life – only two things are certain. Those two things are death and taxes.  If you make money, the government will expect you to pay your taxes to help fund Social Security, Medicare, schools, roads, and more. You likely already have...