4 Often Misunderstood Tax Terms

By Marketing | Apr 3, 2016

Tax season is the time when so many of our clients bemoan their lack of tax expertise. The fact is that the code is thousands of pages long, and changes frequently. We highly recommend the use of a certified public accountant when filing your taxes. But even the best accountants need input from you as…

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Spring Cleaning: Financial Paperwork to Keep and Toss

By Marketing | Mar 30, 2016

By Reid Johnson, President, Lake Point Advisory Group In addition to taxes, the first quarter also gets us thinking about another annual tradition: spring cleaning. If you’ve spent significant time digging through paperwork to find important documents lately, it might be time to toss some old files. An Important Piece of Advice But please, before…

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Where to put money now? Here’s what you need to know in 2018.

By Marketing | Mar 21, 2016

By Reid Johnson, President, Lake Point Advisory Group The investment world has changed. As Heraclitus put it so many hundreds of years ago – well before stock markets and interest rates – “There is nothing permanent except change.” It was true then, and it stays true now, especially in the midst of fluctuation. With rising…

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