Recent Articles
If there’s one thing we all love, it’s a presidential election! The drama, the excitement, the intrigue...it’s a shame we…
Tuesday, November 10th 12:00 noon - 1:00 pm Year End Tax Planning Webinar You Will Learn… • Tax proposals for…
Quite often, I’ll receive a call or an email that goes something like this: “So-and-so on the news said the…
There are several questions that hopeful retirees are consistently asking as they seek to build a successful retirement. Some of…
Special Reports
A thorough review of your financial situation should always include tax planning. Paying only your fair share of taxes –…
Join Scott Dougan, Sean Lee, and Mike Sorrentino for a webinar recap of the first half of 2020 and a…
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…
Latest Newsletters
ELEVATED INSIDER As the pandemic continues, the election coverage heats up, and the news cycle throbs with ‘this-is-all-important!’ furious excitement,…
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…
