Blog
You’ve Got Enough on Your Plate
Owning a restaurant is hard, you are all things at all times. On some days you are wearing your human resources hat, and on others, you manage inventory or are filling in when short-staffed. Restaurant owners face many challenges...
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Valentine's Day by the Numbers
Valentine’s Day by the numbers:Are you ready for Valentine’s Day? It seems that this day has become a cultural expectation, with stores filled with cards and chocolate. But, what kind of investment are we making when it...
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Kick Off the New Year with a Financial Health Check
After a complicated year, the next dawns with new opportunities. Now is the time to think about the new year and your plan of action. The start of a year is the right time to work on a dream or two. It is also an excellent time to...
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Six Ways to Maximize Your Tax Refund
It's time to start planning for the upcoming tax season. This is an ideal time to incorporate tax planning strategies to help you keep more of what you earn. Here are six ways to maximize your tax refund for 2023.
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A Tax-Smart Guide to Charitable Giving
There are tax-smart strategies you can use to increase your giving power. These giving vehicles can maximize both the gift and the potential tax benefit.
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Estate Planning: Preparing for Tomorrow, Today
Leaving an inheritance for surviving loved ones is important. But, to avoid costly mistakes, managing your legacy requires detailed planning from our team of financial professionals.
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The History of Stock Market Performance Surrounding Midterm Elections
We’re just weeks away from midterm elections in the United States. Many people fear that volatility is influenced by which political party is in (or comes into) power, and that’s not the case.
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Ways to save on Holiday Spending
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...
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Have you started planning for college?
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,...
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Life Insurance: Plan Now, Be Prepared Later
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...
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The scoop on 1031 Exchanges
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.
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Capital Gains and the Tax Implications
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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Spring Clean your Finances
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...
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Investing During a Volatile Market
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...
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Ukraine, Inflation and the Fed
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...
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Top Affiliate of Avantax Wealth Management Award
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...
Read MoreYour 4% Withdrawal Strategy May Not Be Enough
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...
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