Posts you may be interested in

A nonprofit endowment fund can be an integral part of an organization's long-term planning. It shows both current and potential donors your commitment to a cause while also expanding your reach. However, there are some things to keep in mind before establishing one.
Read Post
- Economic Perspectives
- Market Commentary
- Financial Planning
- Managing Taxes
The midterm election results of 2018 look a lot like 2011. With the change in power Doug Fisher, Washington Expert covers what we can expect looking ahead to 2019.
Read Post
- Financial Planning
- Financial Planning
- Financial Planning
- Financial Planning
- Trust & Estate Planning
With “open enrollment” for Medicare now in full swing (from October 15th through December 7th), it’s time for people already with Medicare benefits to review their coverage and switch plans if they want different options — or more savings.
Read Post
Sending your child off to college for the first time can be a hectic – not to mention, emotional – time for everyone involved. But as you work with your student to check off lists for new clothes, dorm furnishings, study supplies, and computer and smart-phone accessories, don’t forget to add a few legal and financial “must haves” too.
Read Post
With short-term interest rates on the rise – up nearly 35% from one year ago – is it time to find a new place to park your cash that offers a higher rate?
Read Post
- Economic Perspectives
- Financial Planning
- Financial Planning
- Financial Planning
- Managing Taxes
On December 19, 2017, the House and Senate approved final passage of the Tax Cuts and Jobs Act (H.R. 1). The law provides $5.5 trillion in tax cuts with $4 trillion in offsetting tax increases. This leaves a net $1.5 trillion of unfunded tax cuts.
Read Post
As every CFO and business owner will attest, steady, predictable cash flow is the fuel for running a successful, growing business. Despite its importance, study after study has found inadequate cash forecasting and management to be among the leading causes of business failure.
Read Post
- Financial Planning
- Managing Taxes
- Market Commentary
- Trust & Estate Planning
The midpoint of the year can be a good time to step back and assess your financial goals to make sure you're still on track given any changes in the economy and markets as well as your personal situation.
Read Post
If you're the parent of a student looking at colleges or graduate schools, chances are you are all too familiar with the sticker shock of college tuition, room and board. According to College Board...
Read Post
- Financial Planning
- Financial Planning
- Financial Planning
- Financial Planning
Avoid retirement remorse and “push start” on a successful business and personal transition.
Read Post