"What's New?"

<b>The SECURE Act:<br />What Does it Mean for You?</b><b></b>

The SECURE Act:
What Does it Mean for You?

The SECURE Act went into effect on January 1, 2020. It can be confusing to wade through the legislation and extract the implications of these changes. Now, more than ever, working with a financial professional is key to determining whether the SECURE Act could change your financial strategy going forward.

We hope this quick ebook will give you some insight into the key components of the SECURE Act.

Download
2021 Tax Planning

2021 Tax Planning

As we enter the final two months of 2020, now is a good time to start planning for the 2021tax year. In this guide we'll share valuable information about the current tax law and provide you with some great planning tips for the new year. Keep in mind, this guide is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax, legal, and accounting professionals before modifying your strategy.

Download
<strong>Why is this Age so Important?&#160;&#160;</strong>

Why is this Age so Important?  

Why is 591/2 such an important number when it comes to your retirement? In this publication we show you why this half birthday signifies a turning point of sorts in your life - in a number of ways.

To read the entire article click below.

Download
Is College Worth It?

Is College Worth It?

Yes, college tuition is rising. Yes, there's student loan debt. Our publication examines the costs and benefits of attending college today in hopes of helping families and young Americans make appropriate choices for their futures.

Click below to read the full article.

Download
Critical Elements of an Estate Plan

Critical Elements of an Estate Plan

While end-of-life planning may seem morbid, a well laid out plan is the best way to ensure your wishes for future generations are met. Our publication takes a basic look at estate planning and key concepts to consider regardless of your financial status.

Click below to get started planning.

Download
Plan for a lasting legacy&#160;&#160;&#160;

Plan for a lasting legacy   

While charitable giving is a matter of the heart, developing a prudent strategy will ensure your money and efforts are put to good use. Our publication looks at ways that you can maximize your Philanthropic strategy.

View our publication by clicking below.

Download

Have a Question?

We are here to help. We specialize in thorough, uncomplicated financial guidance in a language you can understand. 

Ask Us