Not all investments are created equal. Some investments are more tax efficient than others. As you are allocating your portfolio, consider the type of account
What is the right time to start taking money from your retirement accounts? Congress decided in the SECURE Act 1.0 the age was 72.
We got to observe the growth of a pair of baby owls on the greenbelt this Spring. We also observed on eagle’s nest with mama
How to Thrive in an Empty Nest How to Thrive in an Empty Nest Parents are returning home from dropping their child off at
WHAT A FINANCIAL ADVISOR WISHES SHE COULD TELL EVERY YOUNG PERSON STARTING OUT IN LIFE Probably the best thing my dad did while I was
When the bull market is going strong, it’s hard to be in cash when it is earning 1-2%. Until that bull market turns into a
Here are some ideas for creating a new retirement schedule that will keep you growing, learning, experiencing new things, and making meaningful connections with your community.
How Will The Economy Do In 2020? Will The Dow hit 32,500 or the S & P 3650 in 2020? See what Brian Wesbury,
Did Tax Reform Change Your Giving? Tax Reform in 2017 raised the standard deduction to $12,000 and $24,000 for singles and married filing joint.
Can Capital Gains Push You into a Higher Tax Bracket? Making Money on your money sounds great until you have to pay taxes. The
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