Cybersecurity

By WJ Interests – Cybercrimes, fraud and identity theft are serious threats and are among the fastest growing crimes in America. According to the Bureau of Justice Statistics report in January 2019, over 26 million people experienced identity theft in 2016. A large majority of those identity theft...

Optimizing Your Insurance Benefits

By WJ Interests – Determining which benefits to select based on you and your family’s needs can be a daunting annual task. Below, we provide some clarity and advice for the most common benefit options that you will typically face. Life and AD&D Insurance Often, a base-level life insurance policy...

Are Your Ducks in a Row?

By WJ Interests – Talking about death can be difficult but if you really want to ease your family’s burden after you are gone, make sure you’ve filled some of these common gaps. Wills Do you have a will? Is it up-to-date, and does it list all of your specific bequests? Do your beneficiaries know where...

Do You Have a Plan?

By WJ Interests – General George Patton once said, “A good plan executed now is better than a perfect plan next week.” Too often, financial planning is not top of mind. However, it is instrumental in helping you prepare for and secure your financial future. Living life without a financial plan is...

Business Owners and the Tax Law

By WJ Interests- The changes from the Tax Cut and Jobs Act (TCJA) passed at the end of 2017 vary for businesses depending on the structure of the organization (i.e. C Corporation versus a pass-through entity such as a sole-proprietorship, partnership, S Corporation or limited liability company). Owners of...

Trump’s Tax Cuts: Friend or Foe?

Finance Matters | By Steve Metzenthin, Tax Partner and Kristen Sayegh, Tax Manager – If you are interested in knowing if the Trump tax cuts are working as a policy matter, the answer depends on what you read. The Wall Street Journal is trumpeting the latest quarterly Gross Domestic Product (GDP)...