BSG Blog

What Should You Keep?

By: Elisabeth - November 1, 2018 - 11:33 am

What Should You Keep? Even with less itemizing, there are still tax documents you want to retain for years to come. Provided by Denise B. Barrows, CPA, CFP®   Fewer taxpayers are itemizing in the wake of federal tax reforms. You may be one of them, and you may be wondering how many receipts, forms,  Read more…


The Major 2018 Federal Tax Changes

By: Elisabeth - October 1, 2018 - 9:43 am

The Major 2018 Federal Tax Changes Comparing the old rules with the new. Provided by Denise B. Barrows, CPA, CFP®   The Tax Cuts and Jobs Act made dramatic changes to federal tax law. It is worth reviewing some of these changes as 2019 approaches and households and businesses refine their income tax strategies. Income  Read more…


Avoid These Life Insurance Missteps

By: Elisabeth - September 4, 2018 - 9:12 am

Avoid These Life Insurance Missteps Shop wisely when you look for coverage. Provided by Denise B. Barrows, CPA, CFP® Are you about to buy life insurance? Shop carefully. Make your choice with insight from an insurance professional, as it may help you avoid some of these all-too-common missteps. Buying the first policy you see. Anyone  Read more…


Why Life Insurance Will Always Matter in Estate Planning

By: Elisabeth - August 1, 2018 - 10:52 am

Why Life Insurance Will Always Matter in Estate Planning With or without the estate tax, it addresses several key priorities. Provided by Denise B. Barrows, CPA, CFP® Every few years, predictions emerge that the estate tax will sunset. Even if it does, that will not remove the need for life insurance in estate planning. Why?  Read more…


Why Do People Put Off Saving for Retirement?

By: Elisabeth - July 2, 2018 - 9:01 am

Why Do People Put Off Saving for Retirement? A lack of money is but one answer.  Provided by Denise B. Barrows, CPA, CFP®   Common wisdom says that you should start saving for retirement as soon as you can. Why do some people wait decades to begin? Nearly everyone can save something. Even small cash  Read more…