Investing in AI
August 10, 2023  | By Kevin Smith

Marc Andreessen, perhaps the most influential venture capitalist, offers a simple definition of artificial intelligence: “The application of mathematics and software code to teach computers how to understand, synthesize, and generate knowledge in ways similar to how people do it.”…Read More

Legal Documents for Young Adults
July 29, 2023  | By Manisha Gupta

  Did your son or daughter just turn 18? Chances are that they are about to start college and are looking forward to this exciting phase of life. You might not feel your child is fully grown and that they…Read More

Netflix “How to Get Rich” Insights
May 9, 2023  | By David Lowe

What can Netflix teach us about our money? You may be surprised how relevant the lessons can be. In his new documentary series “How to Get Rich,” financial podcast host Ramit Sethi highlights the importance of developing a plan for…Read More

Vacation Home Tax Treatment
March 2, 2023  | By David Lowe

If you plan to own a vacation home, you probably already can envision your dream site. It could be a cozy mountain chalet, a relaxed beach house within earshot of the surf or a luxurious apartment overlooking the New York…Read More

Choosing a Business Entity: Part II
January 10, 2023  | By David Lowe

Part II: Tax Considerations and Entity Selection Case Studies Entrepreneurial spirit, customer service, innovation and grit are some of the keys to running a successful business. Perhaps just as important, though – at least from a financial perspective – is…Read More

Choosing a Business Entity: Part I
December 28, 2022  | By David Lowe

Part I: Formation, Day-to-Day Operations and Liability You are excited to start your own business. You offer a unique product or service, target a clearly defined market, possess the expertise to deliver superior value to clients and invest long hours…Read More

Tax Advantages When Selling a Home
December 10, 2022  | By David Lowe

What if you knew that up to $500,000 of gain on an asset would be tax-free? Would you consider investing in that asset? Chances are, you already own such an investment. More specifically, you live in it. As tax expert…Read More

2023 Increases for Social Security Income, Retirement Plans, HSAs & IRAs
November 30, 2022  | By David Lowe

There are some bright spots amid inflation news. Social Security benefits are set to increase, and workers will be able to contribute more to their retirement accounts in 2023 than in 2022. The following details are important considerations for open…Read More

Inflation and Your Cash Flow
November 15, 2022  | By Kevin Smith

The combination of high price inflation, higher interest rates, and a stock market recession is rippling through household budgets across the world. The impact varies quite a bit depending on sources of income, debt levels, property ownership, insurance coverage and…Read More

Broken Bonds
August 19, 2022  | By Matt Pierce

If we’re only ever looking back we will drive ourselves insane As the friendship goes resentment grows We will walk our different ways But those are the days that bind us together, forever And those little things define us forever,…Read More