Hello, and welcome to our blog! We will be posting articles and thoughts relevant to the financial industry, retirement, investments, and financial planning, as well as other related topics. We are also willing to answer questions and respond to any concerns you may have. If you'd like to contact us with a question you want addressed, please email us, and we can either answer directly or in this forum.
Thank you for reading!
Thursday, May 19, 2022
This is first part of an updated series on Digital Assets, which we hope will be helpful as the things we purchase and memories we store are more and more intertwined with technology.Part I: What is a Digital Asset, and Why Should I...
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Thursday, April 28, 2022
Legacy can be a subjective, even philosophical topic. What should be handed down to the next generation and how should a person or family be remembered? When it comes to financial legacy, often a critical part of the definition...
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Monday, March 28, 2022
Once you file your tax return each year, it’s a good idea to start planning for next year’s return. Here are a few things you can look at doing today to help set yourself up for success in tax year 2022. Did you owe more than $1,000 or...
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Wednesday, February 23, 2022
Depending on your tax situation, your investment and tax advisors may have suggested looking at converting some of your Traditional IRA assets to a Roth IRA. Potential benefits of a Roth conversion include tax-free growth and no...
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Tuesday, January 25, 2022
Each January many people reflect on the past year and set new goals for the next 12 months and beyond. When it comes to retirement, a “bucket list” is a common reference to checking off a list of activities in which you want to...
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