Year-End Tax Strategies and Requirements

It’s that time of year again – time for holiday shopping, family gatherings, festive cheer and resolution-making! While tax planning may not be on the top of your holiday to-do list, consider a few simple year-end tax-saving strategies and ensure you’ve complied...

Finance Tools Online

Written by: Keaghan Ritchie, Intern The internet is full of useful tools and information that can help a person do anything from tying a bowtie, to starting a business, or even publishing a novel. So when it comes to personal finance, the internet sensibly has...

Maintaining Good Credit

Written By: Jen Pieson Creating and keeping good credit is something at which you have to work.  There are many ways to make sure that your credit is the best it can be, but even when you attain a good credit score, the work does not end there; maintaining good credit...

The Hidden Costs of Investing at Brokerage Firms

Written By: Lisa Strohm At JoycePayne Partners, we often work with clients whose previous investing experience has been at one or more full-service brokerage firms.  When the topic of fees arises, we find that clients were frequently unaware of many of the fees they...

Umbrella Insurance

What is Umbrella Insurance? Umbrella insurance is an extra layer of liability insurance that can pay for medical, legal, or other costs once the coverages from your basic homeowner’s and auto insurance policies are exhausted.  In addition, it can also provide coverage...