I’m often approached by new entrepreneurs for advice on how to properly start a business. Every start-up is different and unique, so there really isn’t a cookie cutter answer to this [...]
How much do you spend on technology each month? According to a recent report, global spending on consumer technology devices exceeded $1 trillion for the first time. Technology, and mobile [...]
Even though one in two employers now offer a Roth 401(k), the employee participation rate in these plans is below 10%. The Roth 401(k) is a retirement savings plan that represents a combination [...]
We all know that getting and maintaining a good credit score is key in obtaining a lower-interest mortgage. However, this is easier said than done if you have no credit or bad credit. Building up [...]
As a result of the 2008-2009 financial crisis, where many homeowners foreclosed on their properties, lenders raised credit standards considerably. The days of no money down loans are a thing of [...]
June is traditionally a time when couples tie the knot and, as is the case with many of life’s milestones, all newlyweds should be aware of the tax considerations of marriage. If you or a [...]
This is a question we often get from our clients who are either retired or nearing their golden years. Obviously the answer is not a “one-size fits all” solution as needs and [...]
Does looking at overflowing file cabinets of bank statements and boxes of old check stubs make you want to start a bonfire in your backyard? Before you grab the lighter fluid and matches, make [...]