12/11/09 - Rosemary analyzes some of the 2009 tax law changes that we think might affect you.

12/11/09 - Chris helps you understand the decision process for when you should begin to take social security benefits.

11/12/09 - Chris discusses how important it is to understand your expenses and explains how a website can help you out.

11/12/09 - Chris discusses the rising costs of college and the latest numbers released for the 2009/10 academic year.

11/12/09 - Rosemary discusses electronic filing of tax returns.

11/12/09 - Rosemary discusses the extension of the homebuyers credit recently passed.

10/16/09 - Lyle discusses his thoughts on the current investment environment and where we go from here.

10/2/09 - Chris discusses the measures taken by congress to assist those who took RMD's in 2009 when they were not required to.

9/23/09 - Rosemary discusses charitable giving and the rules imposed by the IRS on their deductibility.

9/23/09 - Chris discusses some tax planning ideas for the end of 2009.

8/26/09 - Chris discusses the extension of the filing deadline for the Report of Foreign Bank and Financial Accounts for clients who invest in foreign hedge funds.

7/13/09 - Chris explains what Foreign Bank Account Reports are and who needs to file them.

7/13/09 - Chris discusses risk tolerance and a new software tool we are using to help measure it.

7/13/09 - Lyle discusses how you can integrate your tax planning strategies with your investment decisions.