Resources

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  • Feb 1 2019
    hands on top of hands for charity
    10 Things to Know About Qualified Charitable Distributions (QCDs)

    Want to save on taxes by making qualified charitable distributions (QCDs)? Here are 10 things to keep in mind as you plan out these complicated donations.

  • Jan 31 2019
    Don’t Get Stuck in the Honeymoon Phase of Retirement

    You have worked your whole life to save for retirement. However, many people struggle with the transition into retirement. Here's why...

  • Jan 16 2019
    magazine of the stock market and investments update
    Investment Newsletter 1Q19

    We had started 2018 being cautiously optimistic for asset returns. Here's our thoughts on the markets and investments over the last year.

  • Jan 16 2019
    someone typing a letter with a typewriter
    Client Newsletter 1Q19

    Here's a review of what we did for you in 2018 and some things to look forward to in 2019. Read why we are recomending a strategic fiancial plan this year!

  • Jan 7 2019
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    Not All Investment Income Is Created Equal Because of Taxes: Case Studies

    The income you earn on investments can often be deceiving. Read how taxes can affect your investment income and how we can help your complex situaiton!

  • Dec 26 2018
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    4 of the Most Common Estate Planning Mistakes

    The most common estate planning mistakes typically fall into one of four categories. Read how to avoid these mistakes in your estate plan.

  • Dec 20 2018
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    Trusts Might Give You Flexibility and Lower Taxes

    Depending on your situaton, giving to charity can be a complicated decision. The good news is there are a variety of options. Here are 3 strategies:

  • Dec 18 2018
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    What to Look For In a Financial Advisor

    Choosing a financial advisor is often difficult. Here are five important items that you should know about your advisor before you hire them!

  • Dec 12 2018
    roth ira
    Retirement Planning: Roth IRAs vs. Traditional IRAs

    When you start thinking about retirement, it’s important to carefully consider the type of IRA you choose to open. Read why we recomend Roth IRAs.