June 25, 2019

One of our Senior Financial Advisors, Mark Beaver, was recently quoted in an article discussing the dilemma some families are facing today: "Should we delay saving for retirement to help pay for our children's college?"

Check out the CNBC article here: https://www.cnbc....

February 22, 2019

Updates for 2019 may not be as dramatic as last year, but there are still some very import updates to contribution limits this year. If you are one that maxes out contributions to IRAs, Roths, 401(k)/403(b) or HSAs, you will want to make sure you adjust those contribut...

February 4, 2019

  1. When shopping for a car, keep your “trade-in” to yourself until the purchase price is agreed to.

  2. No matter whether you are buying new or used, or leasing, the purchase price matters.  Websites such as Edmunds.com can help you see what others are actually payin...

June 28, 2018

Will Social Security even be around in 20 years? We explore this question and discussed what can be done to prolong the Social Security program.

April 6, 2015

How long will I live? If you know that, you should get a job reading tarot cards.

For obvious reasons, a lot is riding on how long you will be around.  It’s interesting to hear responses to that simple question. When asking clients, I will get responses from “not long,...

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2019 Tax Facts and Figures

February 22, 2019

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