Resources

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Interview with Caroline Savory, Expert Appraiser

Ed Jastrem, Director of Financial Planning at Heritage Financial Services,…
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Charitable Contribution Strategies Under the New Tax Law

The itemized deduction for charitable contributions may have less income…
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Helping Grandchildren Pay for their College Education

Personal finance decisions that involve multiple family members and generations…
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New Tax Law Allows 529 Plans to be Used for K-12 Education Expenses

The signed Tax Cuts and Jobs Act includes provisions that will expand the…
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Is an IRA to Roth Conversion Right for Me?

The tax code permits you to convert some or all…
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Bear Markets and Recessions

With global stock markets in bear market territory due to…
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How to tell if your charity is legitimate

The IRS recently warned consumers of possible fake charity scams…
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What your advisor can learn from your paycheck

Your paystub, or earnings statement, can provide worthwhile information to…
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