Proactive tax planning throughout the year is a smart way to help manage your tax burden. When planning ahead, you’re able to take full...

We all know that chronic stress can have some pretty severe effects on our health, from migraines, stomach aches, ulcers, and insomnia to...

It’s no secret, times are tough. We have seen prices on gas, groceries, utilities, and other products go up, and, up, and up. Money is...

A prudent and effective tax strategy during your employment years will most likely need to be modified once you retire. When earned...

Most adults have some stream of revenue, which is necessary to cover all those adult expenses like mortgages, cars, and groceries. But do...

Life expectancy is considered the average number of years at birth a person will live. The U.S. Department of Health & Human Services...

In working to serve clients better, I use a tool to gain insights into preferences and tolerances people have towards investing. A Risk...

What is your most important asset? Is it your home? Your car? It’s you and your own ability to work. For most people we don’t think twice...

We’re nearing the time when the school year ends and seniors graduate, eager to start the next stage of their lives. But what does this...

These days more and more Americans are finding themselves in debt. Debt is a heavy burden to bare. The more in debt we become the heavier...

Global geopolitical events have historically affected oil and gasoline prices worldwide as production and supply issues evolve. As the...

Alzheimer’s disease, the most common cause of dementia, is a brain disorder that slowly destroys memory, thinking, and behavior. It is...

Someone once said, “Inflation means that your money won’t buy as much today as it did when you didn’t have any.” We may chuckle at this,...

Since the pandemic erupted onto the scene back in 2020 government spending has again been on the rise, and so has their role in our day...

Most of you know me, as I have either worked with you for many years, or a few months, I have been in some aspect of the financial...

Nobody likes to pay taxes. For a lot of us when taxes are mentioned we picture something like the rotten Sheriff of Nottingham collecting...

Previously, we discussed risk management and how insurance is a tool we can use to minimize our financial risks. When thinking about your...

Life is inherently risky. We run the risk of something going wrong daily. Most of the time we can avoid risks by the good choices we make...

We all know someone who, as the old saying goes, is now pushing up daisies! Nobody likes facing their own mortality. A friend, and a good...

It’s easy to put off thinking about retirement when you’re young and life is good, but like most things, the sooner you start the better...