What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Wednesday, September 1, 2021

The 2021 Social Security Trustees Report has been published and reveals that the economic impact of the Covid Pandemic will result in the Trust Fund running out of money one year earlier than previously projected. What it means to you.

Monday, March 15, 2021

It is not opinion, it is fact. The Biden Administration, and the Congress and Senate, are considering ways to increase taxes. What we know already is that with nearly $30 trillion in National Debt, and scheduled insolvencies for...

Thursday, February 18, 2021

Back in 2014, Vanguard first conducted a study of the value of working with a financial advisor. The company's research showed that "[your] advisor not only adds peace of mind, but may also add about 3 percentage points in net returns.

Tuesday, February 16, 2021

Who wants to be a millionaire? Sometimes making ends meet feels so overwhelming, and meeting life's expenses looks so daunting, that you might believe you will never become a millionaire. While this may be true for many, it is not true...

Friday, February 12, 2021

Hiring a financial advisor can be a confusing process. Why do you need one? What should they be doing for you? How much should it cost? We have some questions and answers.

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Tuesday, February 9, 2021

You pay a lot in taxes, right? Actually, by historical standards, Americans are paying less in Federal income taxes than for most of the last 100 years. Today's tax brackets may be as low as they've ever been, but they are on the rise.

Thursday, January 21, 2021

Hardly a day goes by that the topic of bitcoin or other cryptocurrency assets doesn’t come up in meetings with clients and prospects or from friends and relatives who want to know, “what all the buzz is about?”

Friday, January 8, 2021

On some level, this was inevitable. Higher taxes, that is. After all, when Congress passed the Tax Cuts & Jobs Act of 2017, they built in a safety net. On January 1, 2026, taxes are scheduled to revert higher 2017 levels. What to do.

Thursday, August 13, 2020

Longevity Risk, or "running out of money risk," is one of the Four Horsemen of retirement. The other three are Market Risk, Tax Rate Risk, and Long-Term Care Risk. Many people successfully save over their working years, and benefit...

Thursday, September 26, 2019

It's not really how much you're saving, but where you save that is most important. This article describes the reasons why some types of accounts are more advantageous to investors and why.

Monday, August 26, 2019

The inversion of the yield curve, negative interest rates, the trade war, and slowing European economic growth are threatening to throw the U.S. economy into a recession. It is only a question when one will occur next, not if.

Friday, June 28, 2019

As the likelihood of higher tax rates increases, many proactive investors are looking to the Roth Conversion as a way to protect their retirement assets. As they do so, one question sometimes arises: Do Roth Conversions satisfy RMDs?

Friday, June 28, 2019

CBO Director: Important to give Advance Warning about Coming Changes to Social SecurityPoliticians don’t like to discuss it much but policy wonks in Washington are finding it harder and harder to ignore: The federal government...

Friday, June 28, 2019

The Coming Tax Freight Train of Higher TaxesThe inevitability of higher taxes in the future has often been likened to an oncoming freight train. Why? Because Americans who do their retirement savings in tax-deferred investment accounts...