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Changes for the 2019 Filing Season

On December 22nd, 2017 the President signed into law the Tax Cuts and Jobs Act (TCJA).  According to Conference Committee, a typical family of four earning the median family income of $73,000 would receive a tax cut of $2,059.  You…

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Tax Appointments for 2019

It’s that time of year again, the time to investigate making last minute transactions and preparing to lower your tax bill as much as legally possible.  For those of you who have been our partnered with us, you know this…

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Reader’s Choice Award 2018

Once again, we are humbled to be the recipient of the Wicked Lock Reader’s Choice Award!  Our success is reliant on you, our Financial Partners for Life.  Whether you are looking for financial advice on the birth of a new...
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