Scanning Tech Tip
If you are ever in a pinch and need to scan a document but do not have immediate access to a scanner, you can use your phone!
Estate Planning
The CARES Act
Here's What to Look Out For When Dealing with Tax Scammers
With Tax Season underway, you'll need to be on the alert for tax-related scams. Here are a few ways to spot an IRS scammer.
Highlights of The SECURE Act
Congress recently passed a bill known as the Setting Every Community Up for Retirement Enhancement Act also known as the SECURE Act. Take a listen to learn more about this new law that will impact many Americans.
Year End Planning Checklist
Think You Own Too Much Of Your Company Stock?
You Deserve A Vacation!
Financial planning, done right, is not about sacrificing your todays just to plan for your tomorrows.
