Financial planning and tax planning go hand in hand. Including tax planning as part of your service provides clients a comprehensive view of their finances and helps them achieve their financial goals. Financial advisors can use tax planning to show the tax consequences of different actions and to develop strategies that can help reduce taxes...Read More

The above quote from the classic movie Office Space portrays an infamous scene where “Peter Gibbons” speaks honestly to two corporate consultants. The movie Office Space is great at highlighting the struggles within a corporate environment in an engaging and humorous manner using irony that everyone from executives to new employees can relate to. Inside...Read More

Life as a business owner and a newly minted family man keeps you on your toes. I have been learning through experience about the importance of prioritizing time and energy between early morning and late evenings. Even as a financial planner new medical costs have made me realize the importance of understanding and having great...Read More

Via the recent CARE Act, many homeowners that have a mortgage now qualify to halt 12 payments on their monthly mortgage through a forbearance request to their lender. Now, nearly 4% of all mortgages are in forbearance and the Mortgage Banker Association reports a 1,270% increase in forbearance requests the week of March 2 and...Read More

While many people are rushing to the grocery and big-box stores around the world to stock up on life’s necessities, many are failing to see the long-term implications of reviewing their financial situation. Instead, individuals are replacing their well-thought-out strategies with emotional reactions, often through fear. In times of fear, the action itself does not...Read More

“For time and the world do not stand still. Change is the law of life. And those who look only to the past or the present are certain to miss the future.” – John F. Kennedy      Nothing in life stands still, including the laws that govern our country. While we understand that laws...Read More

You have bet on yourself time and time again. This required putting in hours of studying, honing your expertise, and taking on a large financial obligation. You have done all this for a chance to practice a profession that demands the very best of you each and every day. To many residents, the end is...Read More

Marriage is one of the most defining moments in a couple’s life, and like any major milestone it should not be entered into lightly. While inevitably some marriages simply do not last it is important to understand that some of those marital hurdles can be overcome with patience, compromise, and above all communication. According to...Read More

October is rolling around again and just like last year you should be receiving notice that your enrollment period is open from your employer. It is time to sign up for additional benefits or remove current benefits through your employer’s group options. Instead of deleting this email, make this the year you dive into truly...Read More

The Self-Checkout Financial Service Industry    Is the age of the financial adviser dead? Just mere decades ago, the average consumer would have been taken back by the thought of scanning and bagging their own groceries. Today, self-service is a way of life and has continued to take over every industry imaginable with the financial...Read More