With the new year upon us, I wanted to take the opportunity to explain the 2018 tax reform bill that represents the most significant tax changes in our country in more than 30 years.  It’s important to note that the main reason for this tax bill

My guess is that all of you have heard about the recent cyberattack against Equifax that potentially exposed the personal information of 143 million people, nearly half the U.S. population.  Many of you have probably used the site Equifax created to

Last week, I went to the biannual Schwab Advisor Solutions conference and it motivated me to write about some of the Schwab tools that our clients may be missing out on.  I pulled up our most recent technology adoption scorecard which gives us some

Health Savings Accounts have been growing in popularity with the increased number of high deductible health plans used. High deductible health plans (HDHP) are currently defined as ones with a deductible above $1,300 for an individual and $2,600 for

Recently, the Department of Education released a memo saying that it vastly overstated the student loan repayment rates for most colleges. The new figures suggest that at more than 1000 colleges and trade schools (about a fourth of all schools), at