What Does Financial Goal Planning Look Like?

Category: Goal Setting

However you see your tomorrow, the best time to plan for it is today.

Tax Relief Provided by the CARES Act

Federal Tax Update 3/31/2020

Category: Taxes

Summary of key provisions of the CARES Act for both individuals and businesses. The provisions are wide-reaching and will effect many people. Check back for ongoing updates.

Clear, Concise Advice For Folks Concerned About Retirement Plans Due to Market Volatility

Category: Investment Management

Retirees and pre-retirees don’t have the luxury of waiting several years to ride out the big swings in the financial markets, but you can still make retirement plans work. Here are five ways to take back control over your  retirement plans.

What Is A Fiduciary Financial Advisor and Why Is It Important?

Category: Investment Management

The term “fiduciary” has been in the news a lot lately.  It is important to understand what it means, when it applies, and how it can be easily misunderstood by people when they are looking for a trustworthy financial advisor. This short video explains in plain English what it means for you.

Considering Charitable Giving? Five Things to Consider Due to Tax Law Changes

Category: Tax Planning 2018

With recent tax law changes, should you make changes to your charitable donation strategies? Helping others in need will always be beneficial for society, but also getting the most out of the charitable donation tax break makes it even sweeter. Consider these five charitable giving strategies when making your donations to boost the tax benefit.

Retirement Plans for Women Business Owners

Category: Retirement Planning

“You’re an entrepreneur and you’re not looking back. You’ve opened your own business, whether alone or with other partners, and you’ve found some success. You’ve hired employees, or not, depending on your business and now you’re thinking about retirement, not just for you, but also for any employees you may have.”

How Mind Mapping Can Help You Achieve Your Financial Goals

Category: Goal Setting

“Once a structured discussion on priorities takes place and clarity around realistic goals has been mapped out, typically a person will feel a great deal of relief through knowing what is manageable and giving guidance to smaller decisions along the way to achieving larger goals over time.”

If You Have Elderly Loved Ones in Your Life We Can Help

Category: Insurance

The challenges of taking care of our aging seniors can be expensive and emotional, so where do you start?

Is Thinking About College Costs Keeping You Up At Night?

Category: Budgeting

Work with us to find out how much college will cost, what you’ll need to save, and where to invest so you can put your children on the right path to success.

Take the Stress out of Investing with Dollar Cost Averaging

Category: Investment Management

“…it’s important to remember that there is a very simple investment strategy that doesn’t require you to stare at trading screens all day – Dollar-Cost-Averaging. It isn’t new and exciting, but many a successful investor has proven its worth.”

Asset Allocation: Your Best Friend For Life

Category: Investment Management

Those who know where they are going fare better than those who do not.

Should It Stay or Should It Go? Record Keeping for Your Business

Category: Business Management

“Historically, The 1998 IRS Reform Act shifted the burden of proof from the taxpayer to the Internal Revenue Service (IRS) in certain situations. Does this mean that you can toss those records that have been taking up space in your office? Hardly. The rules will not apply if you cannot come up with the proper documentation.”

Suggested Reading


  • Simple Wealth, Inevitable Wealth – Nick Murray
  • The Investment Answer – Gordon Murray and Daniel Goldie

Money Conflict

  • Money Harmony: Resolving Life and Relationships – Olivia Mellan

Educating Children About Finances

  • The Opposite of Spoiled – Ron Lieber

Retirement and Personal Growth

  • Money and the Meaning of Life – Jacob Needleman
  • Wealthy and Wise – Claude Rosenberg, Jr.

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