Could These Tax Credits Lower Your Tax Bill?

Could These Tax Credits Lower Your Tax Bill?

As we review our clients’ tax returns from the previous year, we continue to look for opportunities to increase how much they keep of what they earn. We believe everyone should pay what they owe, however, there’s no need to leave a tip. This can include looking for...
What Does it Mean to Create Real Wealth?

What Does it Mean to Create Real Wealth?

Wealth is defined in the Merriam-Webster dictionary as, “an abundance of valuable material possessions or resources”. While this is one measure of wealth, many think about wealth as something else. In Morgan Housel’s book, “The Psychology of Money”, Housel sums up...
How To Be a Successful Long-Term Investor

How To Be a Successful Long-Term Investor

It is easy to focus on what the markets have done over the last week, month, or year. However, we often hear less talk about how investments have performed during the last 10, 20, or 30 years. In our view, the shorter the time frame you focus on, the harder it is to...
How Inflation Impacts Your Tax Bill

How Inflation Impacts Your Tax Bill

Inflation has been making many parts of our lives more expensive – cars, food, and home prices are a couple of areas that immediately come to mind. Policymakers are attempting to lower inflation by raising interest rates. This has been especially painful for those...