Our Thoughts
Tom’s Q3 Economic Update
In last quarter’s report we looked at economic growth, interest rates, and the probability of a recession versus a soft landing. The good news is that the most recent economic
It’s Open Enrollment Time!
It is that time of the year again when many companies have their open enrollment period for group benefits. We’d like to be there to assist you as you make
Important Steps for New Adults
We love seeing the pictures of all the college students moving into their dorms and apartments, and we love the bustle of activity. As these new adults leave home (and
Tom’s Economic Update
Last week, two employment reports were released that showed a decline in new hires and an increase in new jobless claims. Markets immediately began a sell-off driven by concerns that
Using RMDs for Charitable Contributions
If you dream of your financial legacy leaving a lasting impact on the world, there’s a way you can make a difference. You can use your Required Minimum Distribution (RMD)
How to Avoid Capital Gains Tax When You Sell Your Home
One of the tax tips that appears on the tax planning reports we prepare for clients is “Keep track of your home improvement expenses for determining your adjusted cost basis