We’ve been hearing about tax reform for a long time and now it is headed to President Trump’s desk for signature. Today’s commentary is designed to cover more pressing considerations as it relates to 2017 and steps you should consider taking before year-end.
Category: Advanced Wealth
Beating Uncle Sam
Tax savings can be found through some simple strategies, employed year-after-year. Let's get started!
HSA = Huge Savings Advantage
HSA's represent a great long-term tax planning opportunity. Don't miss out!
Selecting a Financial Advisor
Let's take a high-level look at the steps involved when selecting a financial advisor.
529 Plans – OH Ranks at the Top!
Saving for college is not easy. The old adage, a dollar saved is a dollar earned rings very true. Read about the tools I use to help families save for their child's education, and read exactly how I save for mine.
What I Did After the Equifax News
In today's online world, we must protect our identity. Here are some helpful tips.
