A new baby is like the beginning of a lot of things in life - full of wonder, hope and a dream of possibilities. Desiree, Cayden, Gabriel and I are over the
I cleaned out my garage last weekend. I tend to accumulate things I don’t need or don’t often use. I pile up things that should just be thrown away. I
At some point in your life, if you have accumulated assets, you may consider using your wealth to help others. Whether that’s a child, a parent, a
Lots of baby boomers are hitting retirement age. And with retirement come some pretty big irrevocable decisions. One of which may be how to elect a
For those who have reached the age 70 milestone with taxable retirement dollars set aside, the IRS is knocking on your doorstep for some taxes to
Last week we discussed some common financial planning mistakes that even financially conscientious people make. With as complicated as our
Sometimes progress is as much about knowing what NOT to do, as it is about figuring out what to do. The path to growing wealth takes some basic
Last week we discussed some key risks to retirement. Health care needs, market volatility and inflation can all have negative affects on one’s
For many of my clients, the topic of retirement comes with many different emotions. While it can be exciting to think about freedom of time and the lack
It’s rare for someone to work their whole career with one company anymore. So one way or another, they will go through a job transition; a period
When working with lumber, the hard and fast rule my father and uncles taught me was to measure twice, cut once. You should treat your tax return the
There are countless ways to say “I Love You” and some of them involve money and gifts. But the topic of money is probably not one of the sweet
