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3 min read
Records Retention - What Should You Keep and For How Long?
We have had a number of client inquiries recently regarding how long to keep financial documents. The answer is that it depends on the...
323
3 min read
Estate Planning: It's Not Just About the Taxes!
First, EVERYONE has an estate. Your estate consists of everything you own: your car, home, cash, investments, retirement accounts, life...
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3 min read
Affordable Health Care Act
A key provision of the Affordable Care Act (ACA) mandates health insurance for individuals and small businesses by January 1, 2014. ...
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3 min read
My Social Security Account
In January 2013, the Social Security Administration released a new feature on their website, my Social Security which offers a...
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