One of the discussions we have with clients involves what they want their legacy to be. Legacy planning is very important and is different for everyone. The goal is to live your life, leave what you want to who you want (family, charity etc.) and give as little as possible to who you don’t want […]
If you have children or grandchildren who plan on going to further their education, college planning is a must. What most people don’t realize is that college planning is even more impactful the earlier you begin the process. The reasons are many, however, the real benefit to starting early is that the more prepared your […]
In 2035, the U.S. will have more elderly than children. For the first time ever, there will be more people aged 65 and older alive than under 18, the Census Bureau predicts. The projection is based on the surge of baby boomers becoming senior citizens and fewer births over the past decade. The U.S. population is growing, set to […]
It’s tax season! Don’t miss on these sometimes missed deductions: IRA contributions – $5,500 unless you are over 50 then you can do $6,500 Health Savings Accounts – $3,350 Single and $6,750 Single + dependent(s) (If you’re self employed) SEP contributions – 25% of compensation up to $55,000 ALL may be able to be funded […]
If you are a business owner, two concerns hit most of us pretty hard. How can I save the most I can on taxes today, and how can I have as much money as possible for retirement? If part of your goal is to delay taxes for the future, then there is a program available […]
Thank you for visiting our website. Please look around and if you have any questions, please contact us!