6 Tax-Smart Charitable Giving Strategies

Many generous people write checks to their favorite charities…

7 Ways to Maximize Your Social Security Benefits

Last month, I met with a couple in their early 60s who were planning…

The 3 C’s to a Fulfilling Retirement

You've spent decades planning for retirement financially.  You've…

7 Essential Accounts to Organize Your Retirement

Retirement planning can feel overwhelming, especially when your…

Diversification Myths That Could Be Costing You Money

Last week, I met with a successful physician who proudly showed…

The Investment Strategy That’s Better Than Stock Picking

The biggest tax savings often hide in plain sight.  Last…
Five Questions to Ask Before Retirement

Five Questions to Ask Before You Retire

Something interesting happens when I sit down with successful…
Your 2025 Financial Quick-Start Guide

Your 2025 Financial Quick-Start Guide

Last week, I sat down with a successful physician who'd just…

The Tax Planning Moves Most Professionals Miss

Something interesting happens in almost every initial meeting…