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by JENNIFER L. KING, IACCP® | Nov 21, 2022 | Insights
If you’ve ever had a plumbing problem, you can always go online and try to figure out the solution yourself. But if you’ve ever done that, you sometimes find that, for anything other than the simplest of problems, you may be in over your head. When you have a...by JENNIFER L. KING, IACCP® | Nov 9, 2022 | Insights
What keeps you up at night? What do you find yourself spending more time doing than you wish you had to? If the answer to either of those questions is related to money, you’re not alone. A recent Mind Over Money survey by Capital One and The Decision Lab reveals...by JENNIFER L. KING, IACCP® | Oct 26, 2022 | Insights
Life is filled with unexpected twists and turns. If there were no surprises, we could set one plan in place and there would never be any changes. But changes occur without notice, and the question is then how we will respond to the unanticipated. We all make excuses...by PETER W. TUZ, CFA, CFP® | Aug 17, 2022 | Insights
Looking for ways to reduce your taxable income is important whether you are beginning your career or have been working for twenty years. Here are some options to consider as part an overall tax strategy. Remember, an overall tax strategy looks at the big picture of...by PETER W. TUZ, CFA, CFP® | Jul 25, 2022 | Insights
Most of us are familiar with tax preparation – the act of pulling together our annual income and expenses to complete our tax returns or pass the information on to our accountant or tax preparer to complete our returns. Tax preparation is typically focused on the...by JENNIFER L. KING, IACCP® | Jun 30, 2022 | Insights, Webinar
After a weak second quarter, what comes next? What’s driving your portfolio strategy right now? The team from Chase Investment Counsel held their second quarter 2022 webinar which included updates on the stock market, how that is driving portfolio strategies...