There are a lot of changes with tax deadlines and taxpayer relief programs happening. It’s been like a flood this week. The Coronavirus ...

March 2020 Keep Calm and Carry On. There is no record of the British civil servant who originally designed the “Keep Calm and Carry On”...

February 2020 With tax season under way, we are sending a handy checklist for when to expect your tax forms from various senders. Befor...

Shortly before the end of 2019, the SECURE Act made a number of changes to retirement plans and IRAs. Many of the changes are technical i...

The Life-Changing Magic of Financial Organization. Part Three: For the past two months we suggested steps to take on a monthly and quarte...

The Life-Changing Magic of Financial Organization. Part Two: Last month we suggested steps to take each month to keep your finances organ...

The Life-Changing Magic of Financial Organization. If Marie Kondo were a financial advisor, she might offer these tips for keeping your f...

The world's savviest scam artists have been hard at work finding new ways to steal your money. Our past tips have focused on methods that...

It may be cheaper to teach your child fencing, and it may be more convenient to transfer guardianship of your children to a willing party...

Most people borrow money at some point in their lives. Some debt, like mortgage debt, can be a wise choice, particularly if it allows you...

Don’t take money from your retirement account (IRA or 401(k)) until you retire.* Sometimes it is tempting to take money from your retirem...

Want to deposit money into your account with Midway Capital? The NetXInvestor app makes check deposits a snap. If you haven’t downloaded ...

April 15 is just around the corner. You can still take a few actions to help your 2018 financial picture, and we have some important advi...

Spend five minutes watching CNBC, and your head will spin. A double stack of tickers lines the bottom of the screen. Numbers and letters ...

It’s February and time to start prepping for tax season. You probably have already received tax documents from your employer and your ban...

The stock market is falling, what should you do? Sit tight and don’t worry. Markets go up and down and will continue to do so. This is pa...

Tax planning can save you money. Tax day may be April 15, but you only have until the end of December to take steps to minimize your 2018...

Use password management software. If you are reading this email on a device of any kind, you are certainly aware of all the challenges ar...

When is the last time you checked your account beneficiaries? Beneficiary information for retirement accounts and life insurance policies...

Continuing with our series on “financial regrets,” many of our clients say they wished they have maxed-out their retirement savings plans...