This Thursday – Free Webinar

Sign up for our August 16th Webinar on Economic and Investment Overview: Looking Past the Headlines presented by Alex Oliver, First National Corporation What will be covered: North Korea. Trade wars. The Fed. Oil prices. With today’s sensationalized media, it can be...

Two Practical Personal Finance Lessons for College Students

by Andrew D. Schwartz CPA (Originally written for the September 2016 newsletter.) Last week, my wife and I dropped off our older child at college to start his freshman year.  He is eager to spend the next four years taking classes in a variety of interesting subjects...

Tax and Financial Planning Calendar for August 2018

Month Income Taxes Saving and Investing AUGUST Returns on extension are no longer due 8/15.  For 2017 tax returns, you have until 10/15 to file returns that have been put on extension. Work through a Tax Projection to avoid any surprises next winter, especially with...

HSAs Make a Great Buy and Hold Proposition

Are you aware that there is an investment option available that allows for tax-deductible contributions and also for tax-free distributions? First introduced back in 2004, Health Savings Accounts offer individuals that unique winning combination. The favorable tax...