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Our Weekly Blog

4 must-do’s before you retire Thumbnail

4 must-do’s before you retire

Preparing for retirement involves a number of activities, but it also requires some deep thinking about how you want to live in a new stage of your life. Because it is one of those big life changes, it requires some planning. Here are four things you need to do to be ready.

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Avoiding Litigation: Options for Divorcing Couples Thumbnail

Avoiding Litigation: Options for Divorcing Couples

Did you know that divorce does not need to be hostile or a lengthy court process, with opposing attorneys arguing their case in front of a judge? Two other options allow couples to settle their divorce outside of court - through either mediation or through the collaborative divorce process.

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Do you really need a CPA to do your taxes?  Thumbnail

Do you really need a CPA to do your taxes?

Juliana* owns and operates a small design firm with five employees. She owns two rental properties as well as a pretty large investment portfolio consisting of stocks, bonds, mutual funds, and cryptocurrencies. This past year she sold her primary residence after divorcing her spouse. They paid 500k for the house many years ago and sold it for $1.3 million. She is considering adopting a child this year as well.

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