Blog Category: Uncategorized

Lessons learned from James Gandolfini
Posted on July 19th, 2013 in Uncategorized

We all know someone who passed way too early and upon reflection we realize no one knows when their time may come. This was demonstrated again few weeks ago when that actor James Gandolfini passed away at the age of … Continue reading

How much is your name worth?
Posted on June 6th, 2013 in Uncategorized

As CPAs, we routinely advise clients to take actions to save money and maximize wealth. But then sometimes wealth depends on the name that your mother gave you. Yes it’s true. According to a recent study from, people with … Continue reading

It makes us smile to see our clients happy!!!
Posted on April 21st, 2013 in Uncategorized

It makes us smile to see our clients happy!!!

To Pay or Not to Pay
Posted on April 11th, 2013 in Uncategorized

In the play “Hamlet”, Shakespeare wrote “Neither a borrower nor a lender be”.  He could have had the character go on to say, “And do not forget to avoid the tax collector at all cost”.  It seems, according to researchers, … Continue reading

Fine Print Can Cost You Thousands a Year
Posted on January 14th, 2013 in Uncategorized

Fine print can cost you. Thanks PlanetMoney for the podcast. http:\\

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