Four Tools to Protect Against Inflation
Everyone is talking about the likelihood of inflation. We first…
2021 Market Outlook
While our overall return expectations for stocks and bonds are…
Are Changes Coming to the Estate and Gift Tax?
If you and your spouse have assets greater than $7…
Our 25th Anniversary Video!
This is the story of meticulous attention to detail and…
Why We Often Recommend Our Clients Have a HELOC
A home equity line of credit (HELOC) may provide a borrower with…
ROTH IRA Opportunities for Kids and Young Adults
A Roth IRA offers tax-free growth, making it a very attractive…
Why Educators Should Pay Close Attention to Retirement Plan Fees
Many teachers have 403(b) employer retirement plans, which have saving…
Tips for Preventing Fraud
Tips for preventing fraud Cybercrime and fraud are serious threats…
Lease or Buy Decision
Many big-ticket consumer items, such as cars, computers, and furniture,…
Avoiding Lifestyle Creep
One of my passions as a financial planner is to…
How Much Should You Have In Your Emergency Fund?
A long-standing rule of thumb has been three to six…