No one likes to lose money, but once in a while it can actually be a good thing! If you own a non-retirement account or basically any investment outside of your
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As you may have seen in a recent newsletter, I finally was able to transition my cat, Nash, from my parents’ house to my house! There’s been some hold-ups with
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President Biden’s recent announcement about mass student loan forgiveness has been all over the headlines. Education funding has been a topic clients look for
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Devon's daughter learns how to ride a bike.
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When it comes to estate planning, there’s very often a common theme among all our clients, regardless of who they will be leaving behind; they don’t want to be
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Desiree, Cayden and Ben did their first Rugged Maniac race. When’s the next one?!
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If you just go by the title, you may have missed that the Inflation Reduction Act signed into law last week actually makes some significant changes to Medicare
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It’s very easy to get wrapped up in the day-to-day busyness of life or focused too much on the big picture to appreciate the little things that pass us by. This
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When the stock and bond markets are volatile and things don’t seem to be working, it’s natural to want to change course. This leads to many questions about
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A Roth IRA is a retirement account that people contribute to with after-tax money, it grows tax-deferred, and when you pull money out after age 59 ½, it’s tax
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With the 2nd quarter GDP number now unveiled, the R word is going to hit the headlines and for many, fears for our economy and investments will increase again
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Dealing with loss might be the most difficult thing any of us has to go through in life, even though we know it's inevitable. We are feeling heavy after
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