More Than a Financial Advisor

More Than Just a Financial Advisor in Times of Need If you’ve read my past articles, you know that I’ve focused on financial education.  Not surprising, since I’m a financial …

Where’s My Refund?

Once you have filed your Tax Return, you may be wondering the status of your Refund! The IRS has an easy tool you can access from their website or download …

Is a Gift Taxable?

I just made a gift. Do I have to file a gift tax return? I am asked this question a lot.  For most people, the answer will be no due …