It’s not understating things to say that your financial review is one of the most critical aspects of successful financial planning. Many people assume that
Read More
Summer holidays are a time to relax, unwind, and escape the daily grind. For many of us, they’re the only time of the year we get to sit back, fall…
Read More
When I was a kid, Roswell was but a small rural town about 25 miles north of Atlanta. Not at all the seamless expanse of Atlanta that it is today.…
Read More
As we find ourselves in the midst of tax season, I want to highlight crucial guidance on two areas prone to mistakes on tax returns. These errors can lead to…
Read More
In 2019, I grew disillusioned with New Year’s resolutions. I can be somewhat of a perfectionist, and if things didn’t get off to a great start, I found myself
Read More
The National Council on Aging recently shared a story about a scammer who targeted a homeowner in Massachusetts. The victim alleged that a contractor damaged
Read More
Given my profession, I’ve often wondered,” What are the most commonly used words or phrases in finance?” What would you think? Money, the stock market
Read More
As the sun shines its brightest and the temperatures rise, we find ourselves in the heart of summer—a season filled with endless possibilities and energy. While
Read More
April takes its name from the Latin word Aperire, meaning to open. Naturally, my mind goes to the opening bell of the NFL draft at the end of the month,…
Read More
The 50/50 Minimum Strategy: Maintain 50% of your 401(k) and IRA money in Roth accounts Why pay taxes today when you can postpone them until years later? The
Read More
“Those who work their land will have abundant food, but those who chase fantasies have no sense.” This ancient advice from Proverbs illustrates the importance
Read More
The Inflation Reduction Act, signed into law on August 16, 2022, includes health-care and energy-related provisions, a new corporate alternative minimum tax
Read More