Now is usually the best time to consider harvesting tax losses before the year-end to manage your overall income tax situation, based on various types of earned or investment incomes.
If you are planning a holiday, it is wise to be aware of the six most common travel scams you might encounter on your journey. Travel scams vary from country to country, but a few scams are commonly found almost everywhere.
We have put together a list to help you stay safe during your adventure.
The Baby Boomers have become known as the sandwich generation as they are wedged between the dependency needs of aging parents and the needs of their children. Those hit the hardest have been the families ravaged by the onset of dementia or Alzheimer's disease. Baby Boomers now find themselves reaching the age when the disease is more likely to strike. Very few are prepared for the emotional and financial toll this degenerative disease can take.
During our ongoing weekly discussions with clients, we occasionally get questions from individuals about their approach to investing – particularly in terms of fees and value.
We are inundated with investment and financial planning articles we should also be focusing on giving and the benefits of that.
This year our office supported 2 initiatives that we want to highlight.
We were again the title sponsor for the Teen Challenge Women’s Golf Tournament in August. Teen Challenge does wonderful with women (and men) who overcome substance abuse addictions.