Recent Articles
It’s time to discuss the elephant in the room, the upcoming election. I’m regularly hearing concerns during meetings about the…
There’s one thing I can report that I’m NOT hearing from newer retires: that it’s awful. That’s right. Not a…
Back in May, our goal was to get back to conducting in-person meetings here at the office starting June 1st.…
Carpenters and bakers know the pain, but have simply embraced it. “Because we’ve always done it this way” means we…
Special Reports
Join Scott Dougan, Sean Lee, and Mike Sorrentino for a webinar recap of the first half of 2020 and a…
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 Newsletter
ELEVATED INSIDER What a year it has been! So far. We are more than half-way through 2020, but when I…
ELEVATED INSIDER I write you from the strange and surreal comforts of my home “office,” complete with children bouncing and…
ELEVATED INSIDER A new year, a new decade. A time to reflect on our past accomplishments and failures while also…
ELEVATED INSIDER The dog days of summer lead right into the chaos of Fall. Our 2 kids headed back to…
