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Financial Services

Equifax Breach & More!

equifax data breach

If you haven’t heard, Equifax had their database hacked in July.  This breach may have impacted 143 million US customers.  For more information and to determine if you might be…

Employee Benefits Tips

If you are changing jobs or simply approaching open enrollment season for your employee benefits, selecting the right options for you and your family can be stressful. Whether it involves…

Charitable-Giving Strategies & More

charitable giving, gay friendly financial advisor

How can My Charity & I Both Benefit from My Gift? One popular estate planning technique is planned giving. You could receive an immediate income tax deduction with some gifting…