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Monday, January 12, 2026

Increased standard deduction and the IRS also provided updates for the Earned Income Tax Credit, the Child Tax Credit, capital gains tax rates and brackets, and qualified business income deductions. 

Wednesday, October 15, 2025

If you’re turning 65 soon, congratulations! You’ve reached an important milestone: you can finally enroll in Medicare.

Friday, February 21, 2025

Watch as I discuss with you why it's so important to have an advisor who plans with you through the year(s), not just after you get your tax return back each year.

Thursday, February 6, 2025

I discuss a "zero sum budget", paying off credit cards each month, increasing 401(k) contributions, having adequate life insurance, and get your estate plan in place.

Thursday, September 26, 2024

Life Insurance Awareness Month is in September. Do you have life insurance other than at work? If not, do you know that work coverage typically stops when you leave that employer? Take time to sit down with us to review your needs.

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Friday, August 16, 2024

Crafting a will is more than just designating asset distribution; it's a great first step in considering the legacy we want to leave the world and our loved ones. A well-thought-out will can provide guidance for those left behind.

Thursday, July 25, 2024

Understanding your tax return is paramount to knowing how to properly reduce your annual tax bill. Make sure your CPA is explaining your return annually.

Friday, May 24, 2024

Will Social Securuity be there for you when you retire? What are the chances it runs out in your lifetime? How are you saving in case you don't receive your Social Security check when needed?

Wednesday, July 12, 2023

Your high school student is talking college. What should you be doing in the 4 years of high school? Her's a list for each year leading up to graduation.

Monday, May 1, 2023

Retirement is worry we all have each day. There are pitfalls and mistakes that are avoidable if we know what they are and how to navigate them in our finances.

Friday, March 17, 2023

It's natural to wonder exactly how a bank safeguards your money. Fortunately, the Federal Deposit Insurance Corporation (FDIC) insurance exists for this very reason: to help protect your funds once deposited

Thursday, February 16, 2023

Understanding the fiduciary responsibility, or lack thereof, a "financial advisor" gives is as important as the advice itself.

Monday, January 23, 2023

Secure Act 2.0 has many great benefits from new RMD ages, increases to catch-up contributions, Roth 401(k) matches, and student loan 401(k) matches. Take a look to see what parts will help you!

Thursday, January 5, 2023

A question that many don't understand is can I have a Roth 401(k) and a Roth IRA? You have to decide whether you want to pay the taxes now or in the future. Have a conversation with your CPA or Financial Planner.

Thursday, November 3, 2022

I get this question all the time! Some think they "only" need term insurance because it's cheaper. Well, depending on your goals, permanent life insurance may be the better option. It depends on your goals.

Wednesday, September 21, 2022

Should you have Traditional IRA's or Roth IRA's? Many people get caught picking the wrong one, costing them possible future tax savings!

Friday, October 29, 2021

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future...

Monday, April 19, 2021

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future...

Friday, April 16, 2021

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future...

Thursday, April 15, 2021

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future...

Monday, April 12, 2021

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future...

Thursday, April 8, 2021

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future...

Wednesday, April 7, 2021

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future...

Monday, April 5, 2021

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future...

Friday, April 2, 2021

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future...

Thursday, April 1, 2021

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future...

Wednesday, March 31, 2021

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future...

Tuesday, March 30, 2021

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future...

Tuesday, October 27, 2020

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future...

Friday, October 2, 2020

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future...

Thursday, August 20, 2020

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future...