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Category: Education


Taxes 2019: When to file and what big changes to expect 

Janna Herron & Susan Tompor | USA TODAY | Feb 25th, 2019
Category: Education

Sitting down to do your taxes in the next few weeks – or talking with your tax preparer – will involve tackling the most sweeping changes in the federal

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Tax season opens: You can file your federal taxes starting today 

Janna Herron | USA TODAY | Feb 5th, 2019
Category: Education

The Internal Revenue Service is ready to accept your federal tax returns starting Monday, Jan. 28. You can file for free electronically through the IRS website

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New federal income tax form may catch you by surprise. Here's what you need to know. 

Susan Tompor | Detroit Free Press | Jan 30th, 2019
Category: Education

The best way to prepare to do your taxes – or even get your taxes done – is to take a deep breath, gather your thoughts and start scrambling for your

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The 10 Tax Law Changes Most Likely to Affect Your 2018 Personal Return 

Bill Bischoff | MarketWatch | Jan 22nd, 2019
Category: Education

Almost all of the Tax Cuts and Jobs Act (TCJA) changes that will affect individual taxpayers kick in starting with their 2018 Form 1040. Here are the 10 changes

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What Does a Financial Advisor Do? 

Jack Otter | Barron | Jan 14th, 2019
Category: Education

Good financial advisors bring more to the table than investment ideas. They spot hidden risks, keep emotions in check and keep your goals in focus. Do you know

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A golfer wouldn't play a course with just one club in his bag. In the same way, asset classes help you diversify and optimize your portfolio.


Think of us as your personal quarterback to help you navigate and mitigate the blindsides of life.


A great chef tastes as he cooks for the best result. A great financial planner checks in to make sure you're on course and adjusts along the way for the best result.