Tax filing time is an ideal time to annually review your financial affairs. You have to gather information to prepare your tax return at this time. Why not take one more step and do something…

Significant Changes To Retirement Legislation On December 20, 2019, President Donald J. Trump signed into law H.R. 1865, the “Further Consolidated Appropriations Act of 2020”. This legislation primarily authorized appropriations to fund the operation of…

Long-established retirement account rules change. (Originally published on ASFinancialServices.com.) The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in…

New Year’s resolutions get a bad rap — and for good reason. They are wildly unsuccessful. Millions of people have well-intentioned aspirations for the new year, but only about one in 10 actually accomplish their…

Tips to help you keep on budget this time of year. To many, the holidays are the most wonderful time of the year and also the most difficult time for a budget. Why not save…

You wouldn’t travel to a new destination without your GPS, would you? The same should be said for your finances. It’s impossible to reach your financial dreams without a clear path. That involves setting well-defined…

One major change in The Tax Cuts and Jobs Act was the generous federal estate and gift tax exemption, which doubled from $5 million to over $11 million. Effectively, this means that only the very affluent…

As the school year starts, the realization sets in, especially for juniors and seniors, that there’s a lot to understand about finances and beyond. Here are five things every student should know: 1. Debt needs to…