Paycheck Checkup for 2019 Withholding

When to check your withholding? You should always check your withholding early in the year and now is the time to do it. Especially when your income changes or when…

Tips on Choosing a Tax Preparer

1. You should always ask if the tax preparer has an IRS preparer tax identification number (PTIN). 2. Important credentials are certified public accountant (CPA) or/and an enrolled agent (EA).…

September is Life Insurance Awareness Month

Buying any amount of life insurance is based on several factors – your income, how many dependents you have, and your debts and other financial liabilities. Your own personal preferences…

Investment Opportunities in Student Housing

Demographic and macro-economic trends favor this alternative to traditional investment. By Randy Hubschmidt Fortis Wealth, Managing Partner Key Takeaways Investment in student housing is approaching record levels. Student housing generally…