Newsletters

Were you able to attend the Tenth Annual Lasting Legacy & Inspiration Awards™ on September 20th? I hope so, because it was the best one yet. The primary reason why we …
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A co-owner of a beverage company, “Olivia,” recently sought my help in finding a way to reduce her taxes. In the past two years, her company had become very profitable …
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Much has been made of the new 20% tax deduction for S corporations and limited liability companies (LLCs) in the Tax Cuts and Jobs Act of 2017. The 21% tax …
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Much has been made of the new 20% tax deduction for S corporations and limited liability companies (LLCs) in the Tax Cuts and Jobs Act of 2017. The 21% tax …
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Did you know 2017 was the calmest year for the financial markets in more than five decades?  But times have certainly changed.  Through June 25, 2018, the S&P 500 Index …
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I adored my mom.  She was blind in one eye–was the soprano soloist in our church and community choir–a terrific mom and cheerleader–and died of a horrible disease I had …
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Last year, U.S. stocks marched steadily higher with only minor pullbacks along the way.  When the year ended, the largest “peak to trough” decline (from the highest level to the …
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According to a May 25, 2016 Washington Post article, 46% of Americans said they did not have enough cash to cover a $400 emergency expense.  Instead, they would have to …
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Much has been made of the new 20% tax deduction for S corporations and LLCs in the Tax Cuts and Jobs Act of 2017.  The 21% tax rate given to …
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