Bills, mortgages, bank statements, brokerage statements, credit card statements—being an adult certainly does require a lot of paperwork. Here is a guide for how long you should keep different kinds of financial records before putting them through the shredder (and yes, it should be the shredder, not the trash). Tax Documents: Keep tax-related records for […]

With tax season not quite in the rearview mirror, it seems like an opportune time to mention some takeaways from the changes brought about by the Tax Cut and Jobs Acts (TCJA) as well as revisit some tax-related topics. While it may be too late to make any significant changes to your 2018 return, it’s […]

For many people the start of a new year is a chance to re-focus on things that are important to them, whether it is health, relationships or finances, a turning of the calendar means a fresh start. So as we prepare for a New Year, I wanted to share a personal story that challenges the […]

Recently, as part of “Walking with You on Your Journey,” we have begun a review of the beneficiaries on your accounts. We are doing this as a way of making sure your assets are distributed to whom you wish and in the most tax-efficient manner. Most people, if they are married, name each other as […]