September 2017

Passport Awareness

Did you know that September is “Passport Awareness Month”?  I uncovered this fact while reading from the US Department of State website recently. This awareness campaign was formed to educate and inform travelers about upcoming changes to travel identification requirements for domestic flights.  As someone who has had a valid passport for 30+ years, the […]

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Practice makes Perfect

We’ve seen much over the past weeks that lend consideration to “expecting the unexpected”.  Situations beyond our control stretch us beyond our comfort zones.  We are faced with unfamiliar circumstances and see the best in people/humanity or are stunned by dismal reactions. How might we be ready to be ready?  Let’s start small.  IF we

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Hacked?  What can you do?

Companies have been impacted by outside hackers more frequently than we would like.  Notable breaches into Yahoo, Adobe, Target, Anthem Insurance, and the US Office of Personnel Management have resulted in our personal data being stolen.  Identity theft is a nightmare.  Thieves who pose as you open new credit accounts, file phony tax returns, buy

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Advisory Perspective Series – Theresa Klass

September, here we come!  Before we blink, the new year will be upon us. Business/personal tax considerations impact financial results. Investing time with key professionals to work with you toward achieving what you’ve set out to do can make or break what you’ve worked hard to create.  Professionals are trained in their areas of expertise.

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