Santa Has Left the Building If you haven’t already heard, Santa gave up his breaking-and-entering delivery schedule long ago. Initially, Sears, Macy’s, and Gimbels took over. Today, Amazon,[…]

Since the new tax laws in 2018 were the most significant tax change in the United States in over thirty years, John Stohlman, CFP, shares our arsenal of shrewd "tax know-how" that would help[…]

FINANCIAL PLANNING Guides you to think about areas of your financial life you may not have considered. Formalizes your goals and puts them in writing. Helps you prioritize your financial[…]

On Saturday, April 22nd, we hosted our annual Shred Fest event to celebrate the end of tax season! Clients gathered their old documents and paperwork to join us for a FREE secure shredding party.[…]

We have all heard the saying, “Don’t put all of your eggs in one basket.” I heard it many times as a young child growing up in Lawrenceville, Georgia. One day that saying took on literal meaning.[…]

Choosing a financial advisor may be one of the most important financial decisions that you will ever make. The person you decide to work with will be in a position to influence critical[…]

If you’ve been watching market headlines, you probably heard that markets tumbled in the first days of 2016, raising the specter of corrections and bear markets. When markets swing, it’s natural[…]

After working as Laura’s assistant since 2002, Suzanne is becoming a Financial Advisor taking on her own clients full  time, and will primarily be working to assist federal employees with[…]

Life Insurance. Those words are enough to make many people’s eyes roll over into the backs of their heads. Some people think it’s boring. Others simply don’t want to think about the fact that[…]