Would You Move for More Financial Freedom?

Since the start of the pandemic, a lot of people have moved to locations with a lower cost of living. With remote work becoming the norm, lots of people can live anywhere—why not choose somewhere that allows you to build more financial freedom? Where are people moving to and from? Let’s start with the “from.” [...]

By |2021-06-14T01:48:20+00:00May 17th, 2021|Blog|0 Comments

Every Estate Plan Should Have These 6 Components

You work hard to provide for your family (after all, they’re the most important part of your life). You also want to make sure your loved ones are well provided for in your absence. However, while no one I know wants to leave their family with uncertainty or a messy probate situation, I see it [...]

By |2021-06-14T01:42:30+00:00April 12th, 2021|Blog|0 Comments

High-Income Earner? Tips to Optimize Your 2020 Tax Return

Tax Day may have been extended until May 17, 2021 for individuals—but the traditional April 15 deadline still holds for most business owners. In the spirit of optimizing your tax returns whenever they’re due, we’ve put together some tips and reminders that high income earners often forget about.  Need a quick overview of these tax [...]

By |2021-04-08T21:55:25+00:00March 31st, 2021|Blog|0 Comments

Why It’s Always a Mistake to Try to Outsmart the Market

You may have heard the adage that dart-throwing chimps can outperform professional investors when it comes to choosing stocks that will generate return over time. Some experiments even show the monkeys outperforming the market itself. How is this possible? Because as intelligent humans, we think we can predict things, but we are typically wrong more [...]

By |2021-04-08T21:42:04+00:00March 24th, 2021|Blog|0 Comments

3 Ways to Invest in Your Children—That Cost You Close to Nothing

When you think about investing in your children, you probably think of saving for college. Or maybe providing things like a private school education, music lessons, or a trust fund come to mind. But there’s another kind of investment in your children that’s arguably more important than any other you can make—investing in your relationship. [...]

By |2021-02-03T18:32:18+00:00February 3rd, 2021|Blog|0 Comments

Happy Families Share Traditions and Stories

In the last year and a half, as I have spent more time with family members due to illnesses, I realized there were so many stories I had never heard. It prompted me to start asking more questions when we were together, like what are some of your favorite childhood memories and what traditions did [...]

By |2019-10-24T14:07:46+00:00October 23rd, 2019|Blog|0 Comments

Important Tips for Choosing Company Benefits

It is that time of year when you get to reassess what to select for your company benefits. Here are some things to consider as you make your elections: HSA (Health Savings Account) If you participate in a high deductible health plan, you have the ability to contribute to an HSA. Families can contribute a [...]

By |2019-10-23T17:42:38+00:00October 23rd, 2019|Blog, Resources|0 Comments