Recent Articles
Carpenters and bakers know the pain, but have simply embraced it. “Because we’ve always done it this way” means we…
If a Tree Falls In the Woods, and Other Election Year Thoughts During a recent meeting, and then at another…
Retirement Planning done well should feel like a state of flow. Money flows in, money flows out; the rate of…
Katie Murray, Office Manager Please welcome our newest team member Katie Murray. Katie will be the friendly voice you’ll hear…
Special Reports
Making A Difference Surprise Video Message Dear Friends, We hope you are all well and safe. During this troubling time,…
Helpful Information for Filing 2019 Income Taxes and Proactive Tax Planning for 2020 Tax planning should always be a key…
SECURE ACT OF 2019 The Setting Every Community Up for Retirement Enhancement Act, or the SECURE Act, was passed by…
YEAR-END PREPARATIONS The countdown begins. Once the clock rolls us into 2020, tax season gets underway. The old calendar year,…
Latest Newsletters
ELEVATED INSIDER As America does its best to see itself out of this pandemic, we’re all being reminded that so…
ELEVATED INSIDER What can I say about COVID-19, the Coronavirus, that hasn’t already been said? The economy has nearly grinded…
ELEVATED INSIDER Making Time Tangible Here we are. It’s the start of another year, it’s all anew again. I think…
ELEVATED INSIDER If I were a betting man, I’d wager that you’re wondering how we got to Fall already. “How…
