To Itemize or Standard Deduct? That is the Question.
Many have been confused with the new Tax Cut & Job Act reform being implemented for 2018. Previously, I...
What’s All This Fuss About Interest Rates?
There has been a lot of discussion on the Federal Open Market Committee's (FOMC) plans to increase interest rates. Unfortunately,...
The 4 Levers of Financial Planning
Financial Planning can be very complicated. To help everyone I work with, I'm always trying to simplify the...
6 Lessons Learned From the Worst Dow Plunge Ever
When the Dow Jones drops, it can catch you off-guard. Here are six lessons we can learn from experiences like...
Retrain Your Thinking: Stocks Vs. Real Estate
So many of us have strong opinions concerning stock investments vs. real estate investments. There is a stark difference on...
What Does This New Tax Plan Mean to Me?
There's no secret; a lot of change is coming with the proposed tax bill dubbed the Tax Cut & Jobs...
Referrals: An Often Overlooked Holiday Gift
The system of referrals is not unique to the financial planning world; however, it is critical to the people we...
12 End of Year Planning Tips
With year-end quickly approaching there are only a few more weeks to get those last minute planning items taken care...
Our Company Values: This is Us
Our employees know our value system - we live it, breathe it, and make it part of our daily work...
Teaching Children about Money and Finances
Consider this: there is no school mandated curriculum on Money. Crazy, right? A foundation of understanding money and finance...
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