Resources

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  • Feb 6 2020
    Contributing to Your IRA by April 15 Could Lower Your 2019 Tax Bill

    Here is your annual reminder to contribute to your IRA by April 15th for a potentially lower tax bill before you file your tax return.

  • Feb 1 2020
    How can I develop financial discipline in my life?

    So many of us are consumed with contributing to our retirement accounts that it’s easy to ignore our budget and unleash our impulsive spending habits...

  • Jan 20 2020
    Client Newsletter 1Q20

    We had an incredible 2019, but will that create some unhealthy financial habits? Read Petr's thoughts on 2019 and what to look forward to in 2020.

  • Jan 2 2020
    jar of coins tipped over
    How can I make meaningful resolutions that will help my family?

    What are your New Year's resolutions? Workout routines are a great, but it's time to make sure you and your family are financially secure.

  • Dec 2 2019
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    How Can I Give More to My Loved Ones and Less to the IRS?

    How can I give more to my loved ones and less to the IRS? Let’s learn from hypothetical Mike & Donna. These examples apply to those working and retired.

  • Nov 1 2019
    How to Enjoy the Holidays Without Breaking the Bank

    It’s the most wonderful time of the year . . . but also the most expensive. Here are 5 tips to help you stick to your budget and enjoy your holiday season!

  • Oct 11 2019
    magazine of the stock market and investments update
    Investment Newsletter 4Q19

    Read Stuart's investment newsletter for a quick update and refresher on the markets, economy, and how they affect your investments.

  • Oct 10 2019
    someone typing a letter with a typewriter
    Client Newsletter 4Q19

    When your world suddenly turns upsidedown, you realize how important planning is. Read Petr's letter to find out what happened this summer...

  • Jul 24 2019
    How to Protect Your Children from Financial Disaster

    People often think a last will & testament is the best way to manage and distribute their estate after death. But is that enough to protect your children?