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small business owners

Small Business Owners - Building on a Strong Foundation

Building on a Strong Foundation Small business owners face unique challenges. Learn about strategies and resources that can help you plan for your future. Contact us today to learn more.   Sources


Filing your 2020 Taxes

Filing Your 2020 Taxes Tips for paying taxes soon and what to do if you can’t pay on time When should you file your income tax? The earlier, the better; before the end of February – if you expect to get a refund. If you file by the end of February,…


Retirement Income Education

Retirement Income Education Do you understand your retirement options? Working with a professional can help you understand the risk and reward associated with retirement strategies. Contact us today to learn more.


Retirement Education

Retirement Education It’s never too early to start saving for your retirement – but it can be too late. Find out why you need to start saving for your retirement now in this video. Contact us today to learn more.


2021 Tax Rates and Deductions

The New IRS Tax Rates and Deductions for 2021 Although a year away, your 2021 tax planning should have already started Amidst all the pandemic news and 2020 election drama, many might have missed that the IRS also quietly published new 2021 tax…


Year End Financial Check List for Working Professionals

Year-end Financial Checklist for Working Professionals

Year-end Financial Checklist for Working Professionals Set yourself up for success in the new year with a financial checkup. Here are some essential year-end tax, planning, and financial housekeeping items to consider. 1. Maximize contributions to…


Estate Planning

Estate Planning Must Dos

Estate Planning Must-Dos 12 Estate Planning Activities to Consider Many of you already have estate documents, probably executed many years ago. You need an estate attorney to look over your documents every 10 years or so. Here are a dozen points to…


Determining When to Take Social Security Benefits

Determining When to Take Social Security Benefits The benefits of postponing until your full retirement age Social Security is an asset that is taken for granted by many folks. If you are tempted to take Social Security early, when first eligible at…


Retirement Saving Strategies for Saving in Your 50s

Retirement: Strategies for Saving in Your 50s

Countdown to Retirement: Strategies for Saving in Your 50s Strategies for saving in your 50s Many retirees today are redefining the “golden years.” Forget about endless days of leisure. Retirees seek adventure, travel, and new business pursuits.…


Saving for retirement

Why Should You Start Saving for Retirement Now?

Why Should You Start Saving for Retirement Now? You are busy dealing with life’s day-to-day issues. To you, retirement may seem like a long way off. But preparing now for your financial future is essential because what you do today can help ensure a…