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An important component of a strong Financial Plan involves tax planning. For many of us, a New Year gives us an opportunity to revisit and evaluate our current financial plan. As you complete your financial checkup, utilize our 2016 tax reference chart for updated tax data. 2016 Tax Reference Chart

It is estimated that tonight’s Powerball Jackpot will surpass $1.5 billion, breaking all records.  It can be fun to think about what you may do if you were the lucky individual to win the jackpot. The odds of winning are approximately one in 292.2 million. So should you play the lottery…? Should You Play the…

In our January Newsletter we take a look into the Fed decision to raise short-term interest rates, highlight some key activities in the market, and provide our thoughts on potential wage growth in 2016.  Download January 2016 Diversified Wealth Newsletter Much Ado About Nothing Ever since the U.S. Federal Reserve (“the Fed”) ended its latest…

As 2015 comes to an end and we prepare for year-end here are some financial planning housekeeping tips for you to consider. Download December 2015 Newsletter The Giving Countries Every year, Charities Aid Foundation (CAF) takes a cue from Santa and makes a list of who’s been nice. But the foundation works on a scale…