Resources

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  • 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
    family of four reading a book around a christmas tree
    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
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    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?

  • Jul 11 2019
    magazine of the stock market and investments update
    Investment Newsletter 3Q19

    Read Stuart's letter for an update on the markets and investments. The strong rally in 1q19 is flattening out and low-interest rates have limited downside.

  • Jul 11 2019
    someone typing a letter with a typewriter
    Client Newsletter 3Q19

    In this newsletter, Petr shares some exciting things to come in the months ahead and reviews this last quarter (particularly tax season).

  • Jun 11 2019
    Surviving the Loss of a Loved One

    Losing a loved one is devastating, especially without the right help and support. Here's how I walk my clients through this difficult time of transition.