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Diversify to Reduce Risk … Not Rewards

Talk to most any financial planner, and within the first five minutes he’ll mention diversification, then keep going. Most people expect he means something like “don’t put all of your money into one stock,” which is good advice … but incomplete. Diversification does mean divvying up your investments among a variety of types – it’s...

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What if My Taxes Get Audited?

Tax audits are among the most common financial fears, but they don’t have to be – especially with your CPA by your side. Truthfully, though, unless you make more than $200,000 a year, your chances of getting flagged for audit are pretty slim. And with IRS budget cuts severely limiting their ability to even check...

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Don’t Fall Prey to Tax Identity Theft

Millions of Americans have already fallen prey to tax identity theft, and it looks like the problem is growing fast. In fact, one survey found that during the 2016 tax season, nearly 60% of CPAs had at least one client who had fallen victim to this fraud. What’s even more alarming: Most of the victims...

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