Friday, May 5, 2023

Are you looking for tax-efficient ways to support the causes you care about? As we age, charitable giving can become more meaningful, but it's important to understand the tax implications.

Wednesday, April 26, 2023

Looking to optimize your financial future and maximize your wealth? The complex world of finance can be daunting, especially when it comes to navigating the intricacies of tax optimization. Fortunately, there are several strategies you...

Tuesday, April 18, 2023

The financial markets can be an exciting place to invest your money, but they can also be volatile and unpredictable. One of the biggest mistakes investors make is trying to time the market by entering and exiting at what they believe...

Friday, March 24, 2023

The five years leading up to retirement are crucial for preparing for this major life transition. Here are some steps people can take during this time.

Wednesday, February 22, 2023

Pursuing your retirement dreams is challenging enough without making some common and very avoidable mistakes. Here are eight big mistakes to steer clear of, if possible.No Strategy: Yes, the biggest mistake is having no strategy at all...

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Tuesday, February 7, 2023

The stock market can provide some head-scratching moments, which is why I like Warren Buffet’s quote, “...don’t watch the market closely.”Stocks have been strong this year, and they rallied sharply before...

Thursday, February 2, 2023

January 30 to February 3, 2023, is Identity Theft Awareness Week. Anytime is a good time to tighten up your identity security, but if you haven’t been as careful as you intended, consider this your annual reminder.

Tuesday, January 10, 2023

In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement. The law is called SECURE 2.0.

Wednesday, October 19, 2022

Taxes, UGH! Many of us feel overwhelmed by the complexity of tax laws. Yet managing how much and when we pay our taxes is critical to achieving many of our goals. To overcome this hurdle we need to identify myths we hold regarding taxes.

Wednesday, September 14, 2022

It’s natural to wonder if retirement planning is worth it. When I am asked, “does this type of planning make a difference?” My answer is: “Well, it depends. But typically, it makes a difference, and sometimes it can make a big difference."

Tuesday, August 30, 2022

Think about a time you were anxious about something, and it turned out to be okay—maybe even better than ok. That’s what happened with Dave and Katie. Taking small steps to plan their financial future led to significant exciting shifts.