Missions

Key Estate Planning Documents

Estate planning is the process of managing and preserving your assets while you are alive, and conserving and controlling their distribution after your death. There are four key estate planning…

Briefings - The Economy

Monthly Economic Update – January 2024

Good news! Historically, positive market returns in January are often a precursor to favorable market performance for the remainder of the year.

Briefings - Markets

The Russian Economy Post Sanctions

The Russian President might brag today about the stable economy, but eventually, probably sooner rather than later, he’ll be a lot quieter.

Retirement

ROTH Conversion, Is It Worth It?

A conversion to a Roth IRA could be a very impactful tax strategy, but there are a lot of complications at play that need to be considered.

Insurance

Don’t Let the State Determine Your Beneficiary

If no legally valid estate documents exist, then the deceased party dies intestate, and the state determines the destiny for the assets.

Taxes

Tax Stratagies For The Potential TCJA Sunset

When the Tax Cuts and Jobs Act (TCJA) Act passed in 2017, we were told that all of the provisions—lower tax rates, and much more generous estate tax exemption—would sunset…

College Planning

College of Change

A notable shift in public opinion over the past decade about the value of a college degree may portend a reckoning for the higher education industry.

Estate Planning

Key Estate Planning Documents

Estate planning is the process of managing and preserving your assets while you are alive, and conserving and controlling their distribution after your death. There are four key estate planning…

Elder Care Planning

Watching Over the Elderly

There have been reports that financial elder abuse is on the rise, costing elderly Americans last year an estimated $36 billion.

Investing

Your Personality is Driving Your Portfolio

Even the most experienced investors can fall into psychological traps, but having a long-term perspective may help you avoid costly, emotion-driven mistakes.

Basic Training

Insurance Part 1 – Basic Training

In this Basic Training series we look at some of the important types of insurance.

Financial Planning

Good vs. Bad Debt

Good vs. Bad debt and making sure you have a plan to pay each of them down efficiently or what you might gain or lose in the future because of…