Category Archives: Taxes

Tax season can be stressful for the millions of Americans who owe money to Uncle Sam. Every year, the average U.S. household pays nearly $11,000 in federal income taxes. And…

Read more

Flattening the curve on COVID-19 has meant flattening the curve on tax season, too, pushing everything down the line a bit so that the final day to hand over the…

Read more

From Mexico to Malta, Live and Invest Overseas ranks its top 10 destinations for retirement for 2017. Read the entire article: The world’s top 10 retirement destinations for 2017

I got my start in financial services as a broker in the age of Gordon Gecko and the “Greed is Good” mentality. Although I did have a monogrammed shirt and…

Read more

4/4