July 13, 2018

Is Your W-4 Withholding Accurate?

We all know that federal income taxes are withheld from our paychecks. But are you aware of the degree of control you have over how much […]
June 18, 2018

Is This as Good as it Gets?

I had the great fortune of attending a conference/vacation in Portugal recently, and, since the trip was part work and part fun, we had to attend […]
May 5, 2018


On Thursday, March 1st, President Trump announced a new plan to institute a 25% tariff on steel imports and a 10% tariff on aluminum. Now, it […]
April 4, 2018

Is The Sky Falling?

I’m probably more like you than you think . . . I get just as uncomfortable watching the market sell off 300, 400, 500 points or […]
March 3, 2018

Medicare: Vision, Hearing & Dental

You may not be aware of this, but Medicare does not pay for routine care related to eyes, ears, or teeth. This means elective exams must […]
February 2, 2018

Whenever I hear about “Bitcoin,” I think About Tulips

We’ve been hearing a lot about “bitcoin” these days . . . from financial commentators, clients and friends wanting to know if they should jump in […]