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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Saturday, May 2, 2026

As temperatures rise and the days grow longer, many households turn their attention back to the home. Whether that means tending to the garden, refreshing outdoor spaces, or tackling long-overdue improvements, this time of year often...

Monday, April 20, 2026

Your retirement strategy is a journey that requires foresight, diligence, and a clear understanding of your financial needs. While there's no one-size-fits-all rule for determining how much you need to retire, there are some helpful...

Friday, April 3, 2026

As we welcome April, the Social Security Administration is marking National Social Security Month. This annual public awareness campaign is a wonderful opportunity to learn about how Social Security works and how to get more info about...

Friday, March 13, 2026

I wanted to address a common challenge my clients face: Schedule K-1 forms. These forms can cause stress and concerns for those aiming to file by the April 15 deadline. Despite this recurring deadline, the timely receipt of these...

Monday, March 2, 2026

As Tax Day approaches, we understand the pressure many of you might be feeling to get everything in order. Whether you've been caught up in life's demands or simply need a bit of guidance to help you make the most of your tax situation...

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Tuesday, February 3, 2026

February is National Financial Aid Awareness Month, so it’s time to explore the many financial aid resources available for college-bound students. Whether you’re a parent or grandparent, understanding these choices may help your loved...

Friday, December 5, 2025

It’s not too late to get a handle on spending. Begin with these tips: Develop a holiday spending budget—Whether you plan to travel, host or attend holiday parties, shop for friends and family members, or all the above, a budget is...

Wednesday, October 1, 2025

October marks National Financial Planning Month, making it an ideal time for a financial health check-up. Just as you schedule annual medical exams, this month offers a natural opportunity to assess your financial situation,...

Wednesday, July 2, 2025

While a recent retirement industry report finds most retirees are living the lifestyle they envisioned, more than half of those surveyed say they are choosing to spend less due to worries they will run out of money. The 35th Annual...

Friday, June 6, 2025

Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, "Almost any decision is...

Tuesday, May 27, 2025

Some of the biggest challenges many face when it comes to education are financial. Luckily, a 529 college saving plan can help. These funds can be used for four and two-year colleges, trade schools, graduate programs, and...

Friday, May 23, 2025

Plan for Your Grandkid's Education Now! Learn about 529 Plans and how they can help you save. Sure, education may not be the most glamorous gift, but it can be a practical option that greatly benefits the recipient. But what’s the...

Saturday, February 15, 2025

Every February, Americans celebrate Black History Month. In addition to honoring the accomplishments of Black Americans past and present, many clients often ask if they can do more. The answer is yes! By supporting Black-owned...

Saturday, January 18, 2025

Have you ever wondered about the odds of being audited? Internal Revenue Service (IRS) data points to an overall audit rates to be quite low for individuals with income under $400,000. While the IRS promises not to increase the...

Monday, January 6, 2025

January is National Financial Wellness Month! For that reason, I wanted to remind people to...

Wednesday, December 4, 2024

Budgeting can be intense sometimes. Here are 10 tips to help you budget before the Christmas season takes full effect.

Monday, October 21, 2024

Imagine growing your wealth while also making a positive impact on the world. Socially responsible investing (SRI), or impact investing, allows you to achieve this by focusing on companies that prioritize environmental sustainability,...

Friday, August 2, 2024

Do you work for yourself? Then you may want to consider the solo 401(k), which means...

Monday, July 22, 2024

Do you know the difference between Traditional Vs. Roth IRA? Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned by roughly 33.2 million U.S. households. Roth IRAs, however, were created as part of the..

Monday, July 1, 2024

Retirement Plan Options for Small Businesses The SECURE Act and CARES Act may complicate the decision. As a small-business owner, figuring out retirement choices can be a little intimidating. How do you pick the most appropriate...

Friday, June 28, 2024

Have you saved enough? Whether you started late, or have regularly saved throughout your career, you might wish you could stash some additional cash in your retirement fund. Fortunately, if you’re 50 or older, you can. The IRS offers...

Friday, April 5, 2024

Every stage of life brings new challenges and opportunities and planning for the future can be daunting. However, working with a Financial Professional can help you make the most of your current situation and prepare for what lies...

Friday, March 1, 2024

How much are you withholding per paycheck?Is the amount too little? (Or too much?) Find out the answer before the year ends. You may not want to discover next year that your withholding amount for this year was too small. The IRS...

Thursday, January 25, 2024

A new tax year is here, bringing several impactful changes to standard deduction and child tax credit amounts, retirement plan contributions, and more. Here are three of the most important tax changes we’re keeping in mind as we...

Tuesday, November 14, 2023

The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. While these taxes are not due for some time, it may benefit you to start...

Monday, August 28, 2023

Have you saved enough? Whether you started late, or have regularly saved throughout your career, you might wish you could stash some additional cash in your retirement fund. Fortunately, if you’re 50 or older, you can. The IRS...

Monday, August 14, 2023

If you've heard CEOs mention "A.I." multiple times during second-quarter conference calls, you're not imagining it. There have been an astounding 1,072 mentions of A.I. (and counting) so far.1 Some believe that A.I. has the potential...

Monday, October 3, 2022

The White House recently forgave up to $10,000 to student loan borrowers as part of a larger debt forgiveness program. There are still quite a few questions to be answered, but here are some key points to know.Pell vs. non-Pell: Loan...

Wednesday, September 7, 2022

Before You Claim Social SecurityA few things you may want to think about before filing for benefits.Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you are entitled to by federal law is no casual...

Wednesday, August 24, 2022

The economic impact of COVID-19 has been felt from coast to coast. And, unfortunately for many pre-retirees, it could potentially impact Social Security benefits as well.A new report indicates that if Congress doesn’t take action...

Friday, January 7, 2022

YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...

Monday, December 27, 2021

Tuesday, October 26, 2021

There are a lot of questions about President Biden’s Build Back Better plan and potential tax law changes, including an adjustment to capital gains taxes.One of the proposals Congress is considering sets the top rate for taxing...

Sunday, August 15, 2021

The news keeps getting better for Social Security recipients.It's now projected that benefits will increase 6.1% in 2022, up from the 4.7% forecast just two months ago. That would be the most significant increase since 1983.1...

Sunday, August 1, 2021

How much do you know about Social Security? Given how layered the topic can be, it’s wise to educate yourself as much as you can about your options. We have a number of resources on our website that can help you take a bite out...

Friday, March 5, 2021

While many in the United States are beginning to receive vaccinations and people are starting to foresee a life after COVID-19, it remains clear that things aren’t yet back to normal. As a result, there has been a great deal of...

Tuesday, February 23, 2021

With the economy and financial markets flashing mixed signals, it’s no wonder that lawmakers are deadlocked on whether to pass a Phase 4 of the CARES Act.More than $3 trillion in stimulus has been pushed into the economy since...

Monday, February 1, 2021

Recently, the Internal Revenue Service (IRS) announced that tax season will start a little later than usual. This year the IRS will begin accepting and processing 2020 tax returns on Friday, February 12, 2021.1In light of the December...

Tuesday, January 26, 2021

January is Financial Wellness Month, a time to remind people to make arrangements for their financial strategy.For me, it’s time for me to connect with new clients and discuss their financial situation and aspirations for their...

Tuesday, January 12, 2021

After a bit of political posturing in December, the $900 billion Consolidated Appropriations Act of 2021 (2021 CAA) was signed into law by President Trump as the COVID-19 pandemic continues to impact employers and employees...

Monday, December 28, 2020

On October 13, 2020, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 1.3 percent cost-of-living adjustment (COLA) for 2021. This adjustment will begin with benefits payable...

Monday, December 14, 2020

As the United States sees a rise in cases of COVID-19 across the nation, news of two promising vaccines out of hundreds being tested has offered a ray of hope for a fatigued world.1A positive reaction to these vaccines affects every...

Wednesday, November 18, 2020

People leaving an employer typically have four options with their 401(k) retirement plan, but it’s not an all-or-nothing decision. Depending on your situation, it may be possible to engage in a combination of these options:

Wednesday, November 11, 2020

Applications for the Free Application for Federal Student Aid (FAFSA) are now open for the academic year 2021-22. Applying for the FAFSA allows you to qualify for grants, scholarships, and other federally-sourced aid, such as work-study or

Monday, November 2, 2020

It's almost over.... As the U.S. presidential election draws near, expect to see more and more headlines that propose, "What will happen next if this person is elected?" or, "What policy changes to prepare for in the next four years?"...

Sunday, November 1, 2020

5 Ways Women Should Prepare For Retirement A practical financial checklist for the future. When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social...