Financial & Investment Resources

Traditional and ROTH IRAs 2025 Retirement savers understand the importance of being proactive. Having healthy retirement savings can help you live comfortably in your later years. As stewards of our clients' wealth, we take great satisfaction in helping them prepare...

Proactive Planning for the upcoming Sunset of Estate Tax Law Changes Everyone saving for retirement knows being proactive is very important. The concept of not preparing and relying on a government-sponsored retirement is a risky...

Proactive Year-end Tax Planning for 2024 and Beyond One of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities within their investment portfolios and overall financial planning strategies. Staying current on...

The Federal Reserve and Interest Rates The Federal Reserve left interest rates unchanged at their meeting on November 1st.  They continued to state that they are closely tracking inflation and the health of the economy to determine their future decisions. ...

Can Money Determine Your Happiness In 1964, Paul McCartney and John Lennon of the Beatles co-wrote the hit song “Money Can’t Buy Me Love” but, could it bring you happiness? In 2010, Princeton University conducted a study which found that day-to-day happiness rose as...

Navigating Retirement Pitfalls Much is written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Some classic financial missteps have been known to plague retirees, too. Calling them "missteps" may be a bit...