Estate Planning

Were you surprised by your tax bill? (A lot of folks were, unfortunately.)Did you know that you don’t always have to file jointly with your spouse? (And there are some…

Are You Protected?   Do you have confidence in your retirement plan? That it can weather any economic conditions? Click the link to the left as I share some thoughts…

I wanted to talk about life today. Specifically, making your dreams happen.It’s easy to get caught up in worries about inflation, interest rates, recessions, and everything else. here are so…

Simple question: How’s the economy doing?Answer: It’s complicated.After the Federal Reserve hiked interest rates again (but less than last time) and all the market volatility, it’s a good time to…

529 Rollovers 529 accounts are getting a lot more powerful with the recent SECURE Act 2.0 legislation that went into effect on January 1st. Here’s what you need to know:…

Whether your retirement has already kicked off or is still in its pregame phase, you should know the score when it comes to an exciting — and increasingly relevant —…

Why Is It So Hard? “If you fail to plan, you plan to fail.” We all know this, right? And yet proper planning—in every area of life—remains one of the…

Happy New Year! Instead of New Year resolutions, set personal goals. Set goals around the behaviors and mindsets you can control, that can lead you to the outcomes you desire.…

What the Season is Really About Have you finished any last-minute Christmas shopping you had planned this past weekend? It seems that the shopping season begins earlier every year, and…

Making Room for Hope On a scale of 1 to 10, how hopeful are you feeling about 2023?We’ve seen A TON of headlines talking about recessions, layoffs, and market fears…