Dec 15, 2017
As of this week, the House and Senate leaders have reconciled their two versions of the Tax Cuts & Job Act. This is the biggest change to the tax code in over three decades. The plan has been controversial since its inception, with analysts suggesting (and the...
Dec 14, 2017
‘Tis the season for hot cocoa, holiday festivities, and getting your financial ducks in a row. Here is Alexis Advisors’s year-end checklist to help you plan ahead while looking back on another year passed. 1. Schedule a meeting with your financial advisor...
Nov 20, 2017
I have recently been trying to support a handful of clients, and my employee, Paige, in finding a decent solution for health benefits. If you work for a large company, you are set. But if you work for a small business, the landscape is pretty dreary. As a finance...
Sep 22, 2017
It’s tough to focus on Social Security until retirement is right around the corner. However, it’s worth doing a bit of research so you don’t get swayed by scary headlines – and so you can understand how to best integrate your social security benefit into your...
May 24, 2017
Parents all know that paying for college is hard. It’s expensive, and the price tag keeps on climbing—tuition rises faster than inflation and has more than doubled in the past 30 years. It can also be confusing to navigate the sea of federal loans, institutional aid,...
Apr 19, 2017
Tax season is finally over, which means nearly 80% of Americans will have a refund hitting their bank accounts over the next few weeks. If you’re one of them, you need to have a good plan for your money. Before you take yourself on a congratulatory spending spree,...
