Fighting Elderly Fraud

There are a staggering number of financial scams in our society, and many are aimed toward taking advantage of the elderly. If you are senior citizen or have a loved one who is, it is important to familiarize yourself with…

A Financial Planner’s Estate Planning Journey

Planning for your demise ranks up there with enjoying a root canal. Even for financial planners, making decisions surrounding our own passing is challenging. Maybe you’ve experienced a similar situation in your own estate planning conversations. Our conversations started with the…

Take Control of Your Taxes

With April 15th now behind us, were you surprised by a large amount owed or a large refund? In some cases large amounts owed or refunded are a result of the withholding choices each employee chooses at the beginning of…

Why You Should Use a Health Savings Account

HSA. For some, those letters look like the word “has” that was missed on the auto spell check. Actually, it stands for a health savings account and is a tax triple threat. Meaning, you get a front page tax deduction when depositing…

Lessons from The Millionaire Next Door

Are people with a big house or fancy car wealthy? Many would say yes, but the best-selling book, The Millionaire Next Door, written by Thomas J. Stanley and William D. Danko twenty years ago proves these beliefs wrong. Unfortunately, one…

What Are You Waiting For?

Maybe you’ve heard people express fearful thoughts about how and when to invest. Maybe you’ve even expressed this thought yourself recently: “I know we are holding too much cash in our portfolio but with the stock market near all-time highs,…

Inheritance – 3 Steps to Handle the Details

You find out you’re receiving an inheritance and the first thing that comes to mind is – What next? Inheritances can provide incredible flexibility but without effective financial planning, you may miss some of the organized steps needed to get…

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We break down some of the most important questions we are asked on a regular basis.

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