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Tuesday, November 10, 2020

NAME: Bud RobinsonBRANCH OF SERVICE: U.S. NavyTIME PERIOD: February 1952 to December 1953FINAL RANK: Yoeman 2nd ClassDETAILS: Stationed at Staff Headquarters, Pearl Harbor, Hawaii entire tour of dutyNAME: Robert (Bob) R. BrownBRANCH OF...

Monday, October 5, 2020

One of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities within their investment portfolios and overall financial planning strategies. Staying current on the ever-changing...

Wednesday, September 23, 2020

The CARES Act and the SECURE Act (passed in December 2019) had provisions that could affect you in 2020. This post reviews some of the changes for informational purposes only. You should discuss your impact with a qualified tax...

Friday, January 31, 2020

Welcome to another edition of Tax Rates and Tax Updates! The most exciting time of the year, I know! We are in the middle of preparing the Tax Report for 2020, so stay tuned, you’ll receive that in an upcoming newsletter. For now...