Blog

You’ve spent your career building wealth, making smart investment decisions, and diligently building your retirement savings. Now that it’s time to enjoy the fruits of your labor, the question becomes: Read more…

There are certain life events that can have a large impact on the taxes you pay: retiring, getting married, selling a business, inheriting assets, and more. Read more…

When choosing a doctor for life-saving medical treatment, you’d never settle for somebody without the correct certifications. There’s too much on the line to ignore whether they have the correct letters behind their name—MD, DO, PhD, and so on. Read more…

As a retirement plan advisor, I help business owners come up with the right mix of employee benefits to attract and retain talent as well as build a secure retirement for themselves and their employees. Read more…

When market volatility skyrockets, investors often feel at the mercy of wildly fluctuating portfolios. Read more…

As technology advances in the area of artificial intelligence (AI), so does the opportunity for cyber criminals to use AI tools to their advantage. Read more…

As your wealth grows, so does the complexity of managing it — like upgrading from a yard that usually just needed a quick mow to one that needs seasonal landscaping, targeted irrigation, and routine weed-pulling. The same principle applies to investing. What starts as a simple 401(k) and a few Read more…

If you are a high earner, opting into your company’s employee stock purchase plan (ESPP) can be exciting. You may have dollar signs in your eyes at the thought of an ESPP magically putting extra cash in your pocket. Read more…

When it comes to estate planning, most people want two things: to keep as much of their wealth as possible in the family and to avoid paying Uncle Sam more than necessary. Read more…

"How much does it cost you to invest?” Most people default to considering the money you’ve saved and invested but not necessarily the cost of the investment itself.   Read more…