Blog

Valuing Time and Money Which is more valuable? I don’t think there is a simple answer to this question.  If you ask a person in

Maximize 2021 Contributions As we are approaching Tax Day (April 18th), many people find themselves scrambling to get everything ready for their CPA.  Some have

Investment Assessment Successful investing, in our opinion, is done with a long-term focus. We know there are many ways people choose to invest their money.

thanksGIVING This month we continue our discussion on year-end tax planning. With Thanksgiving coming up, we thought we’d dive into giving a little bit more. 

Qualified Charitable Distributions Nobody likes paying taxes. At least I haven’t met anyone who does. There is a rule that the IRS has in place

Old 401(k) Plans This month we are going to focus on old 401(k) plans. There’s a good chance that you have changed jobs at some

Umbrella Insurance Our focus this month is on a specific type of personal liability coverage, umbrella insurance. I’ve found that similar to our topic last