Under recently passed federal legislation, there is a new tax-advantaged savings account to assist those with disabilities, known as the Achieving a Better Life Experience Act of 2014 (ABLE Act).

Believe it or not, there is now a way to not only satisfy but redirect our State Income Tax liability to a private school of your choice.

We are blessed to work with wonderful people that generously gift time and financial assistance to numerous deserving charities. During this season of giving we want to share one smart gifting strategy.

As we write this communication the S&P 500 is down 2.4% this week. The Dow has seen triple digit intraday swings. All daunting but OUT OF YOUR CONTROL. What we do know is stocks over the long-term are a HUGELY valuable wealth building tool. Proof clearly depicted in the above chart of stock market growth since 1900.