Let’s talk about some important tax dates that may not be on your radar.  So grab your cup of hot chocolate and a seat by the fire – I promise this will be short.

It seems like we've been talking and thinking about the new Tax Plan for an eternity.  I even hesitate to call it "new" anymore!  Nonetheless, we've spent the last several weeks diving in deep and learning all that is in store for us, our clients, and our collective taxes going forward.

“Doing it Yourself” isn’t always the best plan for your small business and there is value in using professional financial services and building your team.

I wanted to take a moment to thank everyone for the tremendous outpouring of support I received for the Walk to End Alzheimer's. Whether you sent a donation, sent an email of support, or simply took the time to read the blog about how Alzheimer's has affected my life. I had each and every one of you on my mind as I completed the walk.