Latest Insights on DOCU
Which Documents Should You Save for Taxes and How Long?
September 19, 2018 Taxes
To make sure you are keeping an important tax record for the right amount of time, I created a short quiz to test your knowledge. The New Housing Boom Creates Hot Investments
September 12, 2018 Investment Opportunities
Investors looking for dividend income and lower risk often turn to the housing market as an alternative to stock and bond investments. The Zero-Tolerance Immigration Policy Controversy
September 11, 2018 Government & Politics
In the glut of immigration news and controversy, it’s been lost that President Donald Trump has ordered a general zero-tolerance immigration policy. Thomas Jefferson’s Fourth of July Message for You
July 4, 2018 Government & Politics
The Fourth of July holiday should have, for each of us, a far greater meaning than fireworks, picnics and a day off work. 5 Ways to Leave a Lasting Financial Legacy
May 15, 2018 Investment Opportunities, Wealth Protection
Because the death of a loved one is an important financial and wealth event as well as a personal one, I want to share some of the lessons I learnt.