PDF: Newsletter 2020-01 Welcome to the New Decade, 2020 is Finally Here!!! Hello, I hope this quarterly newsletter finds you…
PDF: Newsletter 2019-05-31 I hope this monthly newsletter finds you in good times. This was an interesting month, we celebrated…
PDF: News Letter 2019-04-26 I hope this weekly newsletter finds you in good times. We are making some changes to…
PDF: News Letter 2019-04-19 Congratulations! You’ve completed your 2018 tax return, the first one after major changes to the U.S.…
PDF: News Letter 2019-04-12 April is Financial Literacy Month, and one thing Americans are not taught in school are the…
PDF: News Letter 2019-04-05 Do you know the old saying: ‘April showers bring May flowers’? It’s supposed to make us…
PDF: News Letter 2019-03-29 The old saying goes: there are only two certainties in life—death and taxes. In financial planning,…
PDF: News Letter 2019-03-15 Daylight Savings Time began last weekend, a sure sign that spring is on its way. It’s…
PDF: News Letter 2019-03-08 The New Thirty-Somethings Every generation has its unique challenges, but parenting has always been one of…
PDF: News Letter 2019-03-01 We live in a world where being busy is considered a badge of honor. In fact,…