Would you like to achieve a 37X change in your life by this time next year? According to productivity expert James Clear -- and a little bit of math -- that's how big of an impact just a 1% daily improvement can make over time. Of course, the reverse is also true:...

Recently a long-time client sold a vacation home and placed the proceeds in her brokerage account. While on a Zoom call along with her son and daughter, she asked me if her account was FDIC insured. I wish this was a simple yes or no answer, but it’s not. Now, the...

We are always happy to provide a second opinion to friends and family of existing clients. On a recent Second Opinion discussion, we were asked if college expenses are deductible. College expenses are no longer tax deductible but some are eligible for a couple of tax...