An under-used and misunderstood strategy that can help you preserve your assets while managing risks associated with investing. Let us review a few of the basics of the “age 59 ½ in-service[…]

Cleaning Up Do you ever wonder what you can send through the shredder? According to the Environmental Protection Agency, each year Americans dispose of more than 292 million tons of trash.[…]

Striving for Peace in Uncertain Times We have attended many industry seminars and conferences and we always enjoy a good motivational speaker. One that really sticks with us is Dr. Jerry Linenger,[…]

RMD Requirements for 2021 are back  In March of 2020, the Coronavirus Aid, Relief, and Economic Security Act (also known as the CARES Act) waived the RMD requirements for 2020 for most taxpayers.[…]

Striving for Peace in Uncertain Times We are living in uncertain times: the pandemic, a new administration and congress, with many parts of the economy struggling. There is a tone of worry and[…]

Striving for Peace in Uncertain Times We are living in uncertain times. Currently, we are approaching the one-year anniversary of the COVID-19 pandemic’s introduction to the US. Many of us know a[…]

Like most Americans, you've probably paid into Social Security during your entire working life. In return, you can begin to receive monthly income from this federal program once you retire. You[…]

The new administration has made their tax priorities clear. They would like to return taxes to the prior levels. One of the most significant changes could affect the tax at transfer of the assets[…]

During the presidential campaign Joe Biden made his tax priorities clear: He wants to eliminate the tax cuts of the Trump-era leading to higher taxes on corporations and the “rich.” With the[…]

  So, what do you do when something bad goes wrong? You may get away with bad investing. As a matter of fact, I ran into somebody the other day who had all their money invested in Apple.[…]