4 Ways to Lower Your Tax Bill

4 Ways to Lower Your Tax Bill With the start of a new year, we look forward to the arrival of spring and sunnier days, but January also marks the beginning of the often dreaded tax season. While some of us get excited for a long-awaited tax refund, many stress over getting their taxes filed […]

Combating Stress at Work Through Financial Wellness

Combating Stress at Work Through Financial Wellness Dealing with personal finances can be stressful, and that stress can have a negative impact on several aspects of a person’s life including personal relationships, physical health and performance on the job. A 2015 survey by the American Psychological Association found money was the top source of stress […]

Planning for Your Special Needs Child – Key Dates

Planning for Your Special Needs Child- Key Dates Planning for your special needs child often focuses around public benefits and preserving those benefits through a Special Needs Trust.  These are certainly important components of Special Needs planning.  However, there are important time critical steps to take as your special child develops into an adult.  Here […]