Holiday Scams to Avoid

This time of year is very common for scams and identity theft to occur. A recent article by USA Today, discusses 6 holiday scams to be aware of that are associated with the following: Computer hacks and card processors of…

Determining Your Asset Allocation

In a previous post we noted that the research on Gamma identifies 5 financial planning strategies that add to retirement income.  The first of these is Total Wealth Asset Allocation.  The simplest definition of this is using a client specific…

2014 Year End Tax Tips

Do a tax projection before year end. For most taxpayers it’s a matter of adding up income and subtracting personal exemptions and either standard or itemized deductions. Adjust tax withholdings for the end of the year on your paystub, or…

Estate Planning: Til’ Death Do Us Part

Planning for the end of your life just as you are about to begin your new life together probably doesn’t seem quite as enticing as packing the bags for your honeymoon, but it is something that needs to be considered….

Is Your Pet Busting Your Budget?

About 4 years ago I brought home my first puppy – a 6 week old black lab named Charlie (Charles). I had always grown up with dogs and figured I knew how to take care of them financially. So I…

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