CFM Blog

Important Legal Documents Every 18-Year-Old Should Have

Our firm recently hosted an evening seminar on long term care and estate planning. After having introduced the speaker, Anton Dworak J.D., LLM (Lyons Gaddis Kahn Hall Jeffers Dworak & Grant, PC) I was sitting in the audience casually listening to his presentation. I expected to only hear familiar facts. I am, after all, a financial planner! Figure my embarrassment READ MORE

Tax Loss Harvesting

“I shall never use profanity except in discussing house rent and taxes.” – Mark Twain

Well “*#$%”, how do I minimize my tax bill? Harvesting capital losses can be one solution to minimizing current year taxes.READ MORE

Tips for Year-End Planning

The end of 2017 is in sight. But there still is time to make some adjustments to your finances and get ready to start 2018 strong. Here are a few tips to consider:READ MORE