I am often asked by my clients what I recommend for them to invest in with their savings.  My response is that I am not a financial specialist when it comes to investing their monies.  However I do give them advice on how to find that person who fits their particular needs. Hiring an advisor… [Read More]

Is it the IRS or a scam?

The IRS called me just now and said I owe back taxes, and if I don’t pay right away they are sending the sheriff over to arrest me.  The IRS just called me and said that there was suspicious activity going on with my social security number.  That I need to pay a fee to… [Read More]

How long should I save my tax records after tax season?

Happy Tax Season

I get this question all the time.  My answer simply is this. It depends. People generally save their tax records because they are afraid of being audited. Another reason people save their records is with regards to maintaining their records of their capital assets such as investments in stocks and mutual funds or depreciating assets… [Read More]


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