If your 2017 return contains one or more of these red flags, you have a higher likelihood of receiving some sort of correspondence from the IRS. Don't panic. You just need to double check your numbers and confirm you are organized with your documentation.

The TCJA (Tax Cuts and Jobs Act) passed in late 2017 affects your tax planning for 2018. We highlighted the changes that are most likely to pertain to our clients.

529 Plans are still the best tool in your toolbox for college planning, but there have been some changes. Here is a quick re-cap.

With a copy of your balance sheet in front of you, go account by account to make sure the following three (3) safeguards are in place.

2017 Year-End Investment Checklist

My Newlywed clients often ask me about how their credit score changes when they get married. I am sharing some of the typical myths I hear and discussing how your credit score is really affected by getting married or divorced.

Age 5 is a common age when parents start thinking about issuing an allowance to children. The goal with an allowance is to teach children about personal finance and delayed gratification. 

My father was recently diagnosed with a serious progressive illness. After the initial shock, my siblings and I feel this is a good time to make sure his finances are in order, particularly with regards to estate planning. What do you recommend?

Money-Saving Apps Part 2. I am back with another 3 great "money-saving" apps to share.

Growing up, I would always watch him diligently shop for fresh produce, and over the years, I have learned many tips and tricks. Here are some of my favorites, since summer is right around the corner.

Check out these money-saving apps that will save you time and money, with little effort.