Written by Chris Benson, We discussed our finances and diligently saved towards the wedding so that we wouldn’t be left with a mountain of debt to start our new lives together.

Written by Lyle Benson, We have always encouraged our clients to have well diversified portfolios (often to the point where you may tire of hearing us say this!).

Written by Chris Benson, Planning for retirement is a very important exercise for everyone.

Written by Rosemary Parkinson, According to federal and state tax laws, the length of time you should keep a document depends on the action, expense, or event that the document records.

Written by Chris Benson, Instead I am here to let everyone know that I recently received the Personal Financial Specialist (PFS) designation from the AICPA.

By: Rosemary Parkinson, With state income tax rates continuously creeping up, many of our clients are considering a new state of residence. One increasingly popular "tax destination" is Florida. Forget about the nice weather, Florida has no state income tax! Florida has no estate tax!