2021: What Documents Do I Need To Keep?

As we enter the season of document gathering for tax preparation followed by spring cleaning, its hard to know what to keep and what to let go of. Below is a list to help you with these decisions: If you have any questions about this topic or any other related...

Our Two Cents on Bitcoin

Let’s start out with a disclaimer: we do not consider ourselves experts on cryptocurrency (or blockchain technology).  At the same time it is our responsibility as advisors to understand enough to identify potential pitfalls and/or opportunities, so we offer this...