Jill Green |

Almost any large nonprofit organization has a planned giving department that will guide you through the maze of giving options available. While planned giving

Jill Green |

More than 60 million Americans had their identities stolen in 2018, a significant increase from 2015, where more than 15 million consumers were affected. With

Jill Green |

By Tony Moeller, CPA

As summer winds down, the weather starts to get milder. However, just the opposite seems to be occurring in the stock and bond markets

Jill Green |

Emotions involved with caring for the elderly can seem almost as overwhelming as the finances. As your loved ones age, what topics must you be ready to discuss

Jill Green |

If you are expecting to receive a refund on your taxes this year, what are you planning to do with it?  In the past, the average refund was around $3,000, but