During the 2nd quarter of this year, the world experienced a chilling array of cyber-attacks. The breadth of targets and strategies highlighted the reality of cyber warfare as a threat to our day-to-day wellbeing. While we are by no means cybersecurity experts, we respect the sensitivity of the information our clients provide and wanted to talk about some of the measures we have in place to help ensure we are protected against any sort of breach. Continue Reading...

There's a saying that the only two guarantees in life are death and taxes, so it should come as no surprise that the latter can closely follow the former. Continue Reading...

“A smart man makes a mistake, learns from it, and never makes that mistake again. But a wise man finds a smart man and learns from him how to avoid that mistake all together.” Except for a lucky-few instance, smart people who preemptively stub out the poor decisions of others are not always in the right place, at the right time. Fortunately for you and your retirement account beneficiaries, that resource exists and that resource is us. Continue Reading...

The HSA is designed to help individuals and families pay for medical expenses that fall under the account's definition of qualified. Funds in the account grow tax-deferred and, when used for an expense that's deemed to be qualified, are distributed tax-free. It's a great resource for Americans, but much to our chagrin, most people use their HSA inefficiently. Continue Reading...

As you might have guessed, we are sharing in the early-January tradition along with so many others, by setting goals for 2017. These personal and professional objectives are meant to be the foundation for our efforts this year. In these early weeks of January though, we often overlook the reality that staying on track with our resolutions could prove to be a major challenge and might become too much to bear alone, over the course of the year. Continue Reading...