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Tax Preparation vs. Tax Planning

Two different tax specialties, two different goals—both should be part of your financial management program It’s that time of year again, when our minds and the media turn to one key topic—taxes. Whether you’re an ahead-of-the-game filer or a procrastinate-until-the-last minute person, you probably want to minimize your tax bill. Laying that task on your […]

Is Refinancing The Right Solution?

  Schwab Center for Financial ResearchFinancial Planning Insights Is Refinancing the Right Solution? Rob Williams, CFP®, CRPC® Vice President, Financial Planning & Wealth Management Schwab Center for Financial Research June 16, 2020Many people have taken advantage of the historically low interest rates to refinance their mortgages over the past few months. If you’re thinking about […]