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We help individuals and families pursue their ideal retirements.

2021 is the Time for Strategic Diversification

December 29, 2020 |

Many of the financial methods used by governments during the COVID crisis are based on something called “Modern Monetary Theory.” This theory, “is neither modern, monetary or a theory, ” says British economist Mervyn King. And in my most eloquent British accent, I agree saying, “Brilliant!” “There are no magic money trees and no new…

Sharing the Joy of Christmas

December 23, 2020 |

There is so much to be thankful for as we approach the holiday. As Christians, we are especially thankful for Christ Himself. For, this day, is born to you a Savior, who is Christ the Lord, in the city of David. And this shall be a sign unto you. You shall find the infant wrapped in…

Seven Business Tax—Saving Strategies to Consider Before Year End

December 8, 2020 |

Would you like to pay less in taxes? Check out these seven powerful business tax deduction strategies that you can easily understand and implement before the end of 2020. There are a few weeks left to add some cash to your bottom line. 1. Prepay Expenses Using the IRS Safe Harbor IRS regulations contain a…

Low Interest Rate Challenge To Your Retirement Portfolio

September 1, 2020 |

The Federal Reserve indicated it plans to keep rates tagged near zero for the foreseeable future. The Fed will allow inflation to run higher than the traditional 2% target before it will increase short-term interest rates, according to Fed Chairman Jerome Powell. This is great news for those buying a home. But it is a…

Adding Value to Your Business Using MEPs

May 18, 2020 |

Employers: Are you looking to add a low-cost 401(k) plan or simply reduce the expense of your current plan? Consider a Multiple Employer Plan (MEP) 401(k). This type of plan helps in several ways: A MEP will provide you and your employees with an effective retirement saving tool. This plan reduces costs as compared to…

Does Your Plan Cover the Essentials in Retirement?

April 3, 2020 | Comments Off on Does Your Plan Cover the Essentials in Retirement?

Today’s economic upheaval will cause many folks to be concerned about their retirement goals. In fact, a 2018 study shows only 38% of retirees are confident they will have enough income to meet basic expenses during retirement.* The COVID-19 economic havoc will only make that worse. Successful retirement planning starts with an income plan to cover…

Reasons to be positive!

March 20, 2020 |

It is rough to be sitting at home, perhaps self-quarantined or self-isolated, not to mention observing your investments these days! The market is down over 35% from it’s all time high in February. We’ve just witnessed one of the fastest declines on record. If you are watching the news, you certainly hear this every day.…

Coronavirus Update

March 16, 2020 |

We are extremely sensitive to the needs of our clients in regard to the developing Coronavirus situation. These are challenging times – with a constantly changing landscape. We are committed to providing uninterrupted service to our clients. We also acknowledge it is prudent to modify our practice in ways that may help protect everyone during…

The Power of Trusts

March 2, 2020 | Comments Off on The Power of Trusts

A common misconception is that retirement planning is only necessary if you are one of the 1% – the wealthy.  In fact, it doesn’t matter what your income is.  If you have a paycheck, you should have a strategy.  Your strategy should involve protecting what you have as well as a focus on growth of…

Be Careful Who You Name as Your Beneficiary

February 21, 2020 |

Naming beneficaries is a critical part of your estate planning.

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