Professional Services

The teenage years. Just saying the words can strike fear in hearts and minds. They’re years that can be filled with confusion and lows and highs of confidence and emotions....

Never underestimate the power of acknowledgment. Being heard is a fundamental aspect of our social interaction. When we feel like others hear us, we feel valued, validated, and more connected....

According to our 2023 Marketing Strategy Trends Report, 42% of marketers leverage social media, and it has the highest ROI of any channel. With this in mind, sharing content on...

Tax rates could rise in a couple of years unless Congress acts. The current tax code has been in place since the Tax Cuts and Jobs Act (TCJA) was signed...

Successful investing strategies aren’t a one-size-fits-all approach. Many unique strategies exist which allow advisors to make the best recommendations for their clients individual needs and values. Well-performing strategies aren’t always...

CMS Notice: Payment Disputes Between Providers and Health Plans (Feb. 10, 2023) Available at https://www.cms.gov/nosurprises/help-resolve-payment-disputes/payment-disputes-between-providers-and-health-plans In response to the federal trial court decision vacating portions of the final regulations on...

The value of Bitcoin and other cryptocurrencies has undoubtedly seen better days. But there’s a small silver lining — if you sold crypto at a loss in 2022, you might...

If you moved last year, you had to get settled in your new community and make it feel like home for yourself and your family. If you moved from one...

Google Analytics 4  This new extension helps website owners gain a more comprehensive view of their customers behavior and website traffic data.  Google Analytics 4 (formerly known as "App +...

Client-specific information that should be included. By Penny BreslinIt’s Not Just the Numbers We use OneNote to create a firm playbook for each client we work with. This program allows...