With 76 million people being born between the years 1946 and 1964, a lot of attention has been given to the Baby Boomer Generation’s impact on society- its sheer size forces the issue. The Social Security Administration reports that everyday…
We are bringing back an old classic, “What All Star’s Reading”! This blog installment will outline the influential articles that have helped shape our views on investments, financial planning, tax planning, and the practices we implement to service you, our…
I often meet with clients who believe they are able to just “give away” something to a friend or family member without any consequence. Today I will not only make an effort to bring some clarity to that thought, but…
Trusts. When most people hear the word "Trust", there is an assumption that it comes as part of a package deal with a silver spoon; however, this is not always the case. Trusts may be more relevant for your situation…
Often investors tend to focus on how much they need to save in the present, in order to maintain the same standard of living in the future. While having a well formulated savings plan is essential to walking down the…
New Year, New You – Resolve to Improve Your Financial Health! Every year many of us resolve to eat better & exercise more – to improve our physical health. This year add a plan to improve your financial health and…
Year-end tax planning – Now is the time to plan! After December 31st, there are very few options taxpayers have in reducing their 2014 tax liability. As of January 1st, 2015, taxpayers are pretty much limited to making contributions to…
Have you ever been asked to invest in something that sounded too good to be true? Did you ask yourself, or even tell yourself “this seems too good to be true”, but still found yourself curious, maybe even willing to…
