Financial Solutions and Tax Services

07/01/2025

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

Bucket lists don’t have to be for tomorrow.

06/30/2025

From recycled luggage and solar gadgets to bio-based sunglasses and smarter road trips, here’s how to pack sustainably for your summer travel adventures.

06/30/2025

Consider preparing for 30 years in retirement. Are your assets ready?

Estimate your monthly and annual income from various IRA types.

06/29/2025

When considering a record keeping system for your business, you need to ask yourself some very important questions

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

06/28/2025

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

06/27/2025

You have to focus on what you can control — the inputs — and not obsess over what you can't control — the output. Here's how to do that.

06/27/2025

Social Security has been a fact of retirement since 1935; how much do you really know about it?

Here are five facts about Social Security that might surprise you.

06/26/2025

Could your portfolio benefit from a zero-coupon bond?

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

06/25/2025

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

06/25/2025

What happens when inflation sticks around and the economy slows down?

That’s the concern the Federal Reserve shared in its latest meeting. With rising trade tensions and the potential for new tariffs, Fed officials warned that we could be heading toward a tricky economic crossroads: higher costs without the strong growth to match.

So what does that mean for you?

If inflation remains high, everyday essentials—from groceries to gas—could stay expensive. And if growth slows, it may be harder to see progress in wages, savings, or investments. That’s why the Fed is holding interest rates steady for now and watching the data closely.

It's a reminder that the bigger economic picture can have a real impact on your financial life, whether you're spending, saving, or investing.



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Officials were concerned that tariffs could aggravate inflation and create a difficult quandary with interest rate policy.

06/24/2025

You've allocated your assets; you just may not realize it yet.

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

06/23/2025

The CPI has shown low inflation since '09. Are your prices rising faster than the average?

It's important to understand how inflation is reported and how it can affect investments.