Is Social Capital a possible way to increase my charitable giving and improve my financial position?
By Michael A. Jankowske, CFP®
Vice President, Estate and Charitable Planning
Every year, the government knocks on your door to collect taxes. Once your income is
By Bradley J. Rathe, AIF®
Chief Investment Officer
Industrial production snapped back from a weak number last month. Auto production strength is showing up in
By Colleen M. Henes, CFP®, JD
Happy Tax Day! As tax season comes to an end, so do my weekly tax tips. I hope you have found them helpful and relatable. If you
By Colleen M. Henes, CFP®, JD
Financial Advisor, Advanced Planning
Are you employed and have a home office or significant unreimbursed business expenses such as
By Colleen M. Henes, CFP®, JD
Financial Advisor, Advanced Planning
Do you know if you can contribute to a traditional IRA this year (or for 2017)? If you have
By Colleen M. Henes, CFP®, JD
Financial Advisor, Advanced Planning
Are you afraid that your tax preparer may file an extension for your taxes? Don’t be
By Colleen M. Henes, CFP®, JD
Financial Advisor, Advanced Planning
There have been a lot of changes in the tax code since President Trump signed the Tax Cuts and
By Colleen M. Henes, CFP®, JD
Financial Advisor, Advanced Planning
Did you know that the IRS has a Taxpayer Bill of Rights? If you ever need to deal with the IRS
By Colleen M. Henes, CFP®, JD
Financial Advisor, Advanced Planning
Did you know Congress passed more tax legislation last month in the budget agreement?
By Colleen M. Henes, CFP®, JD
Financial Advisor, Advanced Planning
We have been receiving a lot of questions on whether the interest on your second mortgage or
By Bradley J. Rathe
Chief Investment Officer
Stocks sprang back with their best weekly gain since November 2016, leaving most broad stock indices now positive on
By Colleen M. Henes, CFP®, JD
Financial Advisor, Advanced Planning
Are you required to take minimum distributions from your IRA? If so, did you know that you can
