Click on this link to find our 2018 tax planning newsletter.
We hope you find it useful and if you have any questions or concerns, please call or send us an email.
Warmest wishes for a safe and happy holiday.

~Bruce

After all the advice you’ve received about saving for retirement, taking money out of your traditional IRAs and other qualified retirement plans may feel strange. Yet once you reach 70½, the required minimum distribution (RMD) rules say you have to do just that.
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Has your child asked for your help with starting a business? If the answer’s yes, chances are you may not know where to start.
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If you’ve gone back and forth about whether or not it’s a good idea to send your child to college with a credit card, you aren’t alone. Opinions are divided, both among parents and financial advisors. The outcome depends on the kids and the parents.
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Need to save more for retirement? Here are some questions to ask yourself to help you get started and stay on track:
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If you’re getting tired of the view from your cubicle and want to start a business of your own, you’ll need to figure out a few things first.
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Do you feel like your credit card spending is out of control? Follow these six ways to lead you off the path of financial catastrophe.
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For many business owners, business appraisals can provide vital planning information and help mitigate risk. Consider what it may be able to do for you:
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If you’re receiving a tax refund this year, you have a big decision to make: What to do with it.
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Now is the perfect time to review your financial affairs. You have to gather information to prepare your tax return at this time. Why not take one more step and do something positive for the well-being of your wallet?

The following suggestions will help you with your financial review.
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