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...
Helpful Retirement Statistics
When can I retire? It’s such a common question that I’ve already written a few blogs on the topic. However,...
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...
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...
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