Latest Insights Article

Act Now: Federal Energy & EV Tax Credits Expire in 2025

Time is running out to claim valuable clean energy and electric vehicle tax credits. Recent legislation moved the expiration date from 2032 to 2025, meaning homeowners and buyers must act quickly. Learn what qualifies, how much you can save, and the steps you need to take before the deadline.

How to Get Ready for the Tax Preparer

How to Get Ready for the Tax Preparer

Tax season officially started this week, and the IRS maintains it is expecting to issue refunds within 21 days of when it receives and accepts a return – the same as always. Consider these tips to save your preparer time, and potentially save yourself money.

7 Resolutions for Financial Success

7 Resolutions for Financial Success

It’s that time of year again, when we reflect on what is important to us, revisit values, and make resolutions. Consider what you can do to organize your financial life and achieve your long-term goals. Here are 7 realistic resolutions to get you started.

Tax Bill Alert

Tax Bill Alert

Another tax bill is working its way through the House. If passed in its present form, it makes changes to retirement plans and other things. Read more.

The Grass is Not Always Greener on the Other Side

The Grass is Not Always Greener on the Other Side

Everybody wants to be in on the ground floor of the next big investment idea. This year, we’re getting a lot of questions about the Marijuana industry. With medical usage now legal in most states, and well-established companies looking to enter the industry, is this a slam-dunk investment opportunity? Let’s discuss.