• Core Financial Resources

Scott Patterson, EA, CFP ® | February 21, 2016 IRA, Charity The Case Often times seniors find that they no longer need to itemize their deductions. Rising standard deductions for those 65 and over and paid off mortgages are just a couple of the culprits. When thisContinue Reading

  • Core Financial Resources

American educational reformer Horace Mann called education “the great equalizer.”1 In football, it’s been said that turnovers are the great equalizer. And anyone who’s ever watched CBS’s “The Amazing Race,” knows airport delays are the great equalizer in a race around the world. In taxes,Continue Reading