The 7 Steps to Negotiating a New Car
We all know that uneasy feeling of going into the car dealership to purchase that brand new car. Take...
Mega Backdoor Roth: One Mega Strategy
You’ve maxed out your 401(k), now what? As clients prepare for retirement, they often look for smart ways to...
529 Plans – A Great Way to Invest in Your Child or Grandchild’s Future
Many of our clients with children, or grandchildren, are having the same concern; how do I save for their college?
Unwinding the Federal Balance Sheet: What’s it Mean & What’s the Impact on you!
The Federal Reserve announced their plan to start unraveling their 4.5 trillion dollar balance sheet. Additionally, they declared that...
12 Financial Planning Steps for Thirty-Somethings
Many of our client’s children are entering their pivotal 30’s from a planning perspective. Typically in your 30s, you’ll...
Gold: The Pros, Cons, & Our Philosophy
Precious metals are on the rise again. With the price of gold hovering around $1,300/ounce, we are getting a fair...
The Dow/DuPont Merger: What to Expect
There is little doubt - mergers can be frightening. Below is a list of what to consider, expect, and formulate...
Purchasing a Home: A Guide in 8 Steps
Buying a home can be one of life’s most stressful events. Regardless if it's your first time, or your...
Suddenly Widowed: A Financial Guide for When Tragedy Strikes
Sadly, death is a part of life. It's a time of emotional chaos. When faced with the aftermath...
What’s My Magic Number? To Retire that is!
Every retirement plan is unique and asks the age old question: How much do I need to retire? It...
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