Category Money Management


Your tax refund under the Tax Cuts and Jobs Act

You’ve heard all the hype about the new tax law. Perhaps your paychecks were a bit bigger in 2018. But lots of people have one question on their minds right now. Am I going to get a huge tax refund this year? Maybe. But maybe not. First, let’s look at what all the fuss is …


Do I need a tax projection?

As this year is coming to a close, many of us are already thinking forward to tax time. Now is the time to look at your full financial picture while there is still time to make financial decisions that will impact your tax burden. How do I get started on my tax projection? First, contact …


The ABCs of 529 College Savings Plans

Given that the average annual cost (tuition, fees, and room and board) for a four-year, in-state public college is $20,090 for the 2016—2017 tuition year, and $45,370 per year for a four-year private college, it’s no surprise that college expenses can be overwhelming. When it comes to footing college bills these days, there may be …