Finances
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Dave Says: The partnership, not the family, is the problem
Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check…
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Stock market continues historic surge to 29,000
The stock markets opened to another round of all-time highs on Friday morning as the Nasdaq Composite was on track for…
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The ‘7% guaranteed’ annuity myth
One of the most common things I see when someone comes into our office for the first time if they…
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It’s possible to celebrate the season without debt
Nearly one in 10 Americans is still paying off debt from Christmas shopping – in 2018. Even with the strongest…
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Need to amend a tax return? Here’s what you should know
Taxpayers may discover an error after filing their taxes. They shouldn’t panic, they just need to correct it by filing…
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401(k) Plan Owners: Watch Out
If you are a 401(k) plan owner, imagine how you would feel if you were on a sinking cruise ship…
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Dave Says – Helping is often more than just giving
Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check…
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Do you need help with your IRS problem?
The first IRS problem would be if you have not filed tax returns for several years. After 3 years, the…
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Beneficiary mistakes can cost a fortune
Beneficiary designations are important in determining where certain assets of an estate will end up. Many think that a will…
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