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Tuesday, September 13, 2022

I know it is only September, but the holiday shopping season starts earlier and earlier every year. And with problems plaguing the retail sector right now, including labor shortages, lack of inventory, and eager consumers ready to...

Wednesday, August 10, 2022

Remember when a college education was moderately priced? In the past 20 years, the cost of college tuition for public universities has risen astronomically. College students and their families have been taking on increased debt,...

Monday, July 11, 2022

Perhaps you’ve heard the saying, “Preparation is the key to success.” But when it comes to life insurance, knowing when to prepare is almost more important than the preparation itself. This calculator is one easy tool...

Monday, June 6, 2022

Real estate investing can help build wealth over time, and strategies such as 1031 exchanges push tax liabilities down the road so your property investments can continue to adapt and grow for the long haul.

Wednesday, May 4, 2022

Wealth management without tax planning can produce unwanted surprises. One of the ways we help clients avoid those surprises and accrue more assets over the long-term is by applying tax-smart strategies to help you keep more of what...

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Wednesday, April 6, 2022

Warm weather is a great motivator to tackle long-overdue projects. As we move into spring, there is one thing that requires annual cleaning: your finances. Financial planning is not a one-and-done task because life is constantly...

Wednesday, March 23, 2022

Interest rates, trade talks, inflation fears, political events, and international developments all can influence stock prices. Market volatility is inevitable. How you react to the changing markets could affect your portfolio. Market...

Wednesday, March 2, 2022

There is plenty to worry about these days. Top of mind is the conflict between Russia and Ukraine, and the energy and economic disruptions likely to follow. Closer to home, high inflation persists, and the Fed is preparing to tighten...

Monday, February 21, 2022

We have been recognized as one of the top affiliates of Avantax Wealth Management®, a leader in tax-advantaged financial planning. Only a handful of Avantax’s more than 3,000 affiliates is invited to attend the Avantax...

Friday, January 7, 2022

YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...