Ex AZ Investment Advisor, Schmerman, Indicted for Fraud

Posted on Apr 26, 2017

Arizona grand jury has indicted former investment adviser Richard Schmerman for allegedly misappropriating more than $800k of his clients’ funds.  According to the indictment, Schmerman impersonated clients to gain access to their investment accounts to pay personal...

Keeping Your Teen Safe This Prom Season

Posted on Apr 5, 2017

Prom is an exciting night in a teen’s life.  As parents, we want our kids to enjoy themselves and make the best memories of high school, but we also want to be sure they are staying safe.

Tax Day is Tuesday, April 18th this Year!

Posted on Apr 4, 2017

Because April 15th falls on a Saturday and Emancipation Day (celebrated by the District of Columbia) falls on Sunday, April 16th, the tax deadline is pushed out to the following Tuesday, April 18th, giving taxpayers three extra days to file returns.