Person reviewing a Debt Consolidation Loan application form, emphasizing financial planning and debt management strategies.

Getting Out of Debt in 2018

Individuals who resolve to get out of debt in 2018 will likely find that putting the resolution into action can be overwhelming. We completely understand the difficulty, as getting out of debt is easier said than done. You might have questions such as: “Where do I start? What resources are available to me? Who do I consult?”
January 1, 2018
Open calendar on wooden desk, showing December dates, relevant to annual tax law discussions and estate planning timelines.

How Will the New Tax Law Affect You?

While most of the new tax law has to do with reducing the corporate tax rate from 35 percent to 21 percent, some provisions relate to individual taxpayers, including changes to the estate tax and 529 accounts.

December 27, 2017
Hand holding stacks of cash, symbolizing financial implications related to estate planning and documentary stamp tax considerations.

Documentary Stamp Tax Pitfalls

One of the questions we're frequently asked is, “Should I add my new spouse to the deed of my house?”  Before deciding whether to do so, you must understand the legal and documentary stamp tax implications of the “gift." You may ask yourself - “What on earth is a documentary stamp tax?”
December 22, 2017
Person holding a blue debit card, emphasizing end-of-year charitable giving and financial planning.

End of Year Charitable Giving

‘Tis the season for giving - especially for end of year charitable giving. In fact, one third of all charitable giving occurs in December, with the final three days of the year accounting for a whopping 12% of the entire year’s total.
December 7, 2017