Compared to 2020, the summer of 2021 has been exciting for most people. Many parts of the country are getting back to normal and there is plenty of fun to…
Do you ever wonder about what hidden financial mistakes you are missing? Sometimes our financial mistakes aren’t obvious, so in this episode we are discussing 3 hidden financial mistakes that…
What is the most important thing you can do for building wealth? Recently, Jeff Levine (@CPAPlanner) put this question out into the Twitterverse: Question: Other than regularly saving and…
Open enrollment presents a great opportunity to review your current financial situation and determine if there are any areas of your financial life that can be optimized through the benefits…
Estate planning is one of the most overlooked and procrastinated upon areas of financial planning. But when thinking about receiving an inheritance, advanced planning can provide smoother and more…
Wealth Management Our fees are calculated as a percent of your portfolio assets according to the following table, with a minimum annual fee of $3,600. Fees are billed quarterly in…
We normally hear some of these common questions: How do you invest at all-time high prices in the the stock market? Is now a good time to invest? Or what…
Many of you are inching closer to retirement and the decisions you make now with these wealth builders will have a big impact on your retirement lifestyle. It’s time…
Handling a Legacy: For You or a Loved One MAKING A COMPLICATED PROCESS A LITTLE EASIER. So many of us have strong feelings about our legacy but put off planning…
Nobody likes to talk about the two certainties of life: death and taxes. So much so that we delay important decisions on how to deal with our assets for…
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