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Exhausted By The Market Noise?
Exhausted By The Market Noise?

Exhausted by the market noise causing these turbulent times? What can you do?   Let’s start here: What happened? What’s to come? What should you do?   As of June 30, 2022, the S&P 500 had its worst start to the year since 1970. These detrimental...

Tackling The College Funding Puzzle
Tackling The College Funding Puzzle

Let’s break down college funding considerations by addressing six key concepts. How much can you afford to spend on college? 99.9% of people should fill out the FAFSA. Why? Because it calculates your EFC, which stands for the “Expected Family Contribution.” Many...

Navigating the Market
Navigating the Market

Let’s Start with The Soft Stuff… In every bear market, diversification comes into question. In 2008 it was housing. This time around, it’s bonds. It’s not typical to see stocks and bonds go down simultaneously. Does that mean diversification is dead?  Or are we here...

How To Protect Your Digital Assets
How To Protect Your Digital Assets

Emails, text messages, airline miles, cloud storage, social profiles How much wealth is represented by your digital assets? “I don’t have any papers – everything is online.” Have you heard this line before? Well, that’s great until it isn’t. Wealth is in jeopardy if...

How Do You Stay On Track?
How Do You Stay On Track?

​Do you feel like your finances are out of control?  Or do you assume you’re “on track” because you choose to ignore the topic altogether? These are normal feelings! Money is just as much about emotions as it is about spreadsheets. Here are 5 tips to gain confidence...

Installment Sales to Grantor Trusts
Installment Sales to Grantor Trusts

What are tax rates going to be in 20 years? What will estate taxes look like in 30 years? How can you protect your family's wealth for generations to come? While we can't predict the future, we can introduce you to a strategy that exists today: Installment Sales To...