Written by Lyle Benson, As the population of our country ages and lives longer, we are seeing more situations where we are working with our older clients (and often their adult children) dealing with cognitive impairment and related issues.

Written by Lyle Benson, We spend a lot of time helping clients address retirement planning issues.

Written by Chris Benson, Maybe we just need to come up with a better way to analyze what we save and what we spend, then we can focus on these more important behaviors more.

Written by Nelson Tucker, In his State of the Union address on January 20, 2015, President Obama proposed a number of tax increases that could generate $320 billion in revenue over the next 10 years.

Written by Chris Benson, Instead of trying to fill out every line of the organizer, think of it as the name implies - an ORGANIZER! Once you’ve gathered most of your tax documents, use it to ORGANIZE all these documents.

Written by Chris Benson, An HSA allows someone with a high deductible insurance plan to put away pre-tax money to be used on qualified medical expenses.