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What are the tax implications to consider if you’re moving from one state to another? Each state has a unique set of taxes, such as property, sales, estate or inheritance, and income tax, that apply to its residents. The Tax Cuts and Acts Job put a $10,000 limit on the state and local tax Read more…

As you age and mature in life and in your career, your investment priorities change, and financial goals and objectives shift as well. Having the right financial advisor by your side means having a proactive partner to make sure you reach your goals during life's journey. I created this investing Read more…

After several years of deliberation, I’m finally launching a podcast. I’m excited to introduce you to The Long Term Investor, a financial podcast designed to distill complex topics into easily digestible lessons and make you a better investor. Read more…

Homeownership has long been one of the biggest goals for Americans to achieve, and a cornerstone of the traditional American Dream. More than 65% of the US population owns their home – but without the help of a mortgage, many of those homeowners couldn’t afford to make the purchase. However, very Read more…

For a myriad of reasons – from automatically passing ADP testing, helping with Top-Heavy failures, or owners saving $60,000+, many businesses choose to use a Safe Harbor formula in their 401(k) retirement plan. Let’s find out what the Safe Harbor formulas are and why you may choose one over the Read more…

If you have a groundbreaking entrepreneurial idea floating around your head, then you may be wondering what to consider before starting a business. One simple mentality will help — the more planning you do upfront, the better off your new business venture will be. It's just like taking a vacation. Read more…

Unless you’re independently wealthy, you probably receive an income for work you perform at your job. Read more…

Nearly everyone needs life insurance, but it’s easy to end up with a bad policy. That’s not your fault. It happens because of predatory sales tactics that are often used by people who sell insurance. Read more…

Join InspireHer founder and Senior Wealth Manager, Sara Gelsheimer, for a chat with physician, founder and hard-working mom, Dr. Becky Lynn, of Evora Women's Health at St. Luke's Hospital in Chesterfield, MO. Dr. Lynn discusses starting her new women's health clinic at the beginning of the Read more…

The financial decisions you make in your 20s are arguably more important than any other time in your life. The most important decision you can make is to start investing now. To illustrate, imagine two college graduates with access to tax-deferred investment accounts earning 8% per year. The first Read more…