Finances & Your Family
[Video] When Should I Refinance My Mortgage? And Other Mortgage Reminders.
ROBERT STOLL, CFP®, CFA® [Video] When Should I Refinance My Mortgage? And Other Mortgage Reminders. Getting the right mortgage is one of the bigger financial decisions your family will ever have to make. So if you are thinking about refinancing your mortgage, let me give you a couple tips for what you should be…
Read More[Video] Don’t Let Tax Reform Changes Surprise You. Plan Now!
STEPHEN SMALENBERGER, EA® Tax Reform changes have been in the news lately. You’ve probably heard or read about it. Let’s discuss how these changes impact you. Understanding how things have changed will allow you to talk with your accountant now as they’re preparing your 2019 return, to make any changes for how your 2020 return…
Read More[Video] Ways To Make Charitable Donations & Contributions
STEPHEN SMALENBERGER, EA ® [Video] Ways To Make Charitable Donations & Contributions This time of year especially people are thinking about charities and year-end donations. Even events like the recent hurricanes prompt people to consider how they can give. This is one item on our year-end tax planning checklist. Be sure to download your copy!…
Read MoreAre You Paying Too Much For Your Car?
Are You Paying Too Much For Your Car? Over the last five years, there has been a DRAMATIC INCREASE in the average car purchase payment. Let’s look at how much we actually pay for our cars and recommendations to make this less expensive for you and your family. Other than apple pie, nothing’s more American…
Read More[Video] Having Teaching Moments About Money With Your Kids
STEPHEN SMALENBERGER, EA® [Length: 1:11 Minute Video] Teachable Moments With Your Kids Earlier this year my wife and I were able to take our daughter to Disney World. And it was about that time that my mother pulled out my old Micky bank. It was through those lessons of seeing Micky, seeing Minnie, and seeing…
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