OUR BLOG
We welcome you to read our new blog with tips, advice, and more for all your money matters!
Keep Politics Out of Your Portfolio
In our current environment where political news comes from every direction it s important to remember the importance of impartiality in your portfolio There is a certain allure of aligning ...
What to Do Before the Tax Cuts and Jobs Act Provisions Sunset
As the 2024 election approaches the question on everyone s mind is who will ultimately control the White House and Congress These are important questions but the reality is that ...
Are You Prepared for a 30 Year Retirement?
The good news Retirees are living longer The bad news Many aren t planning for it financially Life expectancy is a key piece of retirement planning After all you ll ...
How a Financial Advisor Can Help Lower Your Tax Bill
Tax planning is a vital part of any wealth management strategy but reducing your tax burden isn t always a straightforward process especially for individuals with more complicated returns Careful ...
How Small Businesses Can Leverage AI Today
One of the most significant developments in recent technology is the rise of artificial intelligence AI When you ask ChatGPT a leading AI program what that means it says these ...
5 Easy Ways to Protect Seniors from Financial Abuse
Technology has helped to streamline the way we manage our money allowing us to perform transactions and monitor our accounts online instead of needing to do everything in person These ...
