July 2017 Market Commentary

Equity markets continued to trend higher during the second quarter of 2017. The S&P 500 added an additional 3.1%, bringing

Understanding Tax Season: Form W-2

It’s that time of the year again—every afternoon we race to our mailboxes to see what new tax documents the

You’re Paying Too Much When Traveling Abroad

The Situation You’re sitting outside a café in Milan enjoying the perfect espresso watching the people rush in all directions.

The Secret to Achieving Your Dreams

Our Story December 29, 2015 is the day my wife and I took control of our destiny. Before that fateful

Year-End Tax Planning Decisions That Will Save You Money

It’s the holiday season and 2016 is almost behind us. Mariah Carey is on every radio station, Home Alone is

How to Be Lazy and Make Money – Credit Card Rewards

I cringe when I see people use a debit card or cash. I want to jump across the counter, grab

Do You Need Life Insurance?

Insurance is one of the few things in life that we pay for and hope to never use. We have

8 Rules for Maximizing Charitable Deductions

Tis the season to don our tartan scarfs, cut an extra notch in our belts, and reach down into our

Take Control of Your Student Loans: #3 Should You Refinance?

This post is the third in a series about student loans. I honestly don’t know what to write for an

How to Get A Higher Credit Score

In late 2007, Eric Violette and his band smashed onto the music scene with hits that got stuck in the

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