Rather than procrastinate this tax season, learn why you should think ahead and plan your taxes two years at a time. Preparation is key to seamless tax planning.

Many people are concerned about U.S. vulnerability due to the magnitude of our treasuries owned by foreign governments. It’s a fear that resurfaces almost every time there’s geopolitical tension between the U.S. and any other country considered to be an economic powerhouse. Concerns of our economic vulnerability are not unfounded, but the “dumping” of U.S. treasuries is much easier said than done.

This article provides high-level details about what a 1031 Exchange is and when a person should consider one for their investment and real estate strategies.

IMPACTfolio® was created to be a financial force of good. To help do our part, IMPACTfolio® utilizes software from Aclymate to calculate our carbon footprint and purchase carbon offsets so we can stay carbon negative as a company. We recently purchased carbon offsets that support the Katingan Peatland Restoration and Conservation Project.

Show your kids and grandkids the importance of giving back during the holiday season with these 15 fun and simple ways to help those in your community.

Whether you're looking to save money or put more time back into your day, find out if a grocery delivery service works for you and your family.