Tax Rates Set to Expire. Are YOU Ready?

Many of the Tax Cuts and Jobs Act (TCJA) of 2017 provisions which reduced income taxes for all of us are set to expire December 31, 2025 if congress does not vote to extend them. Given the poor job the US Congress does to take action and the historically high US debt:...

Giving to a Good Cause? Do Your Research.

It’s the holiday season. You and/or a family member may be inclined to give to a charity (see one of my favorite charities, PAWS Atlanta, above!). My parents enjoyed giving to charity, especially later in life. They sent checks to many charities. When they gave, they...

What We Can Learn from Charlie Munger

On November 28th Charlie Munger, the Vice Chairman of Berkshire Hathaway, and Warren Buffet’s right-hand man, died. By many counts, he’s considered one of the greatest investors of the all-time. What made him great? Here are just some of his thoughts…… “….One is the...

Weight Loss Drugs Could Reshape Industries Beyond Health Care

From deep-fried turkey to pumpkin pie, the holidays are a time to indulge. But a new category of weight loss drugs is designed to curb appetites and thereby prevent a multitude of health problems associated with obesity. At the same time, these drugs — sold under the...