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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Tuesday, June 14, 2022

Due to the recent market volatility, declines in account values, and the ordinary income tax rates still relatively low, now may be the time to consider converting your traditional IRA to a Roth IRA.

Friday, January 7, 2022

YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...

Tuesday, January 5, 2021

After a bit of political posturing in December, the $900 billion Consolidated Appropriations Act of 2021 (2021 CAA) was signed into law by President Trump as the COVID-19 pandemic continues to impact employers and employees...

Friday, October 30, 2020

Retirement planning can be stressful enough on its own, but the added anxiety caused by the current uncertain market environment may be overwhelming. Now more than ever, you may feel uneasy about your financial future. I am committed...

Thursday, July 18, 2019

"One small step for man, one giant leap for mankind" Neil Armstrong Fifty years ago on July 20, 1969, Neil Armstrong, Buzz Aldrin and Michael Collins achieved the ultimate goal of President Kennedy's challenge of putting a man on the...

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Wednesday, May 23, 2018

The Tax Act and Jobs Act made significant changes to the tax law, including changing the tax rates and brackets, increasing the standard deductions, eliminating personal exemptions, increasing the child tax credit and limiting or...