Our Posts

To Everything There Is a Season — Is Downsizing on Your Horizon?

“To everything (turn, turn, turn) There is a season (turn, turn, turn) And a time to every purpose, under heaven A time to build up, a time to break down A time to dance, a time to mourn A time to cast away stones, a time to gather stones together” “Turn! Turn! Turn!” written by

How Social Security Fits Into Your Retirement Plan

Social Security is a critically important part of your overall financial and retirement plan that will be around for generations to come. The decision to claim or delay benefits should be carefully considered.

Income Tax 101 for Investment and Tax Planning

With this article, I hope to equip the reader with a basic understanding of the individual income tax calculation and the use of a taxpayer’s marginal tax rate or tax bracket in investment and income tax planning.

Getting Assistance on Existing Loans or Obtaining a New Loan in the Wake of Coronavirus

Businesses and individuals in the U.S. and worldwide are now affected by forced closures and economic slowdowns due to COVID-19. If you are a sole proprietor, contractor, or business owner you might need to obtain new capital in the form of loans. Moreover, you might need to defer payment on existing personal loans or mortgages. Below is information on new and enhanced programs designed to help you and your business thrive after the coronavirus.

Retirement Income: A Closer Look

Earned income stops for everyone at some point, and people then need to navigate the transition from saving for retirement to spending from their investment portfolio.

What Is Direct Indexing?

You may have heard about direct indexing, as it has become a popular topic in financial circles over the last couple of years.

Get Ready for Tax Season

It feels as though we just finished this tax season with the next one already upon us. No time to waste so let’s forge ahead!

Scroll to Top