Get financial clarity, insight, and analysis delivered straight to your inbox.
Subscribe to our weekly blog.
Cyber Defense Starts With You!
Cyber attacks on the Democratic National Committee and Yahoo have made headlines recently. In both cases, emails were hacked and important personal ...
Overseas Corporate Cash 101
During the presidential campaign, both candidates talked about incentivizing corporations to bring their earnings held offshore back to the United ...
Lock Down Your Credit Reports
You can now prevent unauthorized access to your consumer credit reports. This is one way to limit the fraudulent activities resulting from identity ...
Are Humans Wired for Successful Investing?
Are you your worst enemy when it comes to investing for your future? Behavior scientists may say “yes”. People want safety and comfort. ...
Sometimes Small is Better: Shop Small Business Saturday!
This Saturday is Small Business Saturday in Indianapolis and across the country! It’s your opportunity to support local merchants that are the ...
Charitable Gift Fund: Questions & Answers
Are you interested in simplifying your charitable giving? Or, perhaps you want to reduce your tax liability in a high income year. Do you have ...
Cyber Security: How to Protect Your Investment Accounts
Without a doubt technology has made all of our lives easier. However, this increased use of technology gives hackers and thieves new ways to steal your personal information—without even breaking into your home!
Financial Planning For the Generations
There are multiple reasons to do your financial planning with your children and grandchildren in mind. Maximizing the transfer amount by minimizing taxes is the first reason that generally comes to ...
Holiday Shopping Financial Plan
With the holiday season upon us, it’s important to make a plan for all the expenses that come along with the festivities.
Finishing Strong: Year-End Tax Planning
As we enter the home stretch of 2016, let’s take a quick step back from elections and holiday plans for a quick financial checkup.
Family Talk
Parents, who choose to treat their children differently regarding future responsibilities or asset split, need to share their logic with their children before it becomes reality.
Should You Ever Lend Money to Family?
Lending to relatives can cause tense situations at family gatherings! While such loans could be a win-win, you need to understand the potential ramifications before you make a commitment