What’s on our mind? You can read about it in our blog. We'll cover topics like Retirement, Investments, Social Security, Medicare, Tax, IRAs, College savings, Estate Planning. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
2021 Year End Financial Planning Checklist
Attached is our 2021 Last Chance Financial Checklist. We call this checklist "Last Chance" because it reminds us to look at some areas – like taxes, investments, health care, insurance, and retirement – that might need...Read More
Key Thoughts on the Tax Cuts and Jobs Act
The Tax Cuts and Jobs Act has made major changes to the tax code. It is important that you understand these changes to best plan your tax strategy going forward. The Tax Cuts and Jobs Act has brought the biggest tax overhaul in 30...Read More
Why Open a “my Social Security” Account?
You might assume it’s safer to keep your personal details—especially your Social Security number—off the internet. Actually, setting up a “my Social Security” account is an important step toward protecting...Read More