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  • Mar 2 2020
    black Android smartphone near ballpoint pen, tax withholding certificate on top of white folder
    How can I prepare for tax season?

    Truth is, most of us don’t understand the tax code. As tax season quickly approaches, here are some suggestions that might help your planning process.

  • Feb 25 2020
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    Investment Update: February 2020 

    Due to recent market volatility, I want to give you an update on how we're reducing risk exposures while staying the course on your unique needs and goals.

  • 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
    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.