February 06, 2018
"Why should I choose a CFP® (Certified Financial Planner) and how can they help me?” Although many professionals call themselves "financial planners", Certified Financial Planner™ professionals have completed extensive...
January 30, 2018
5 Key Facts About the New Tax Bill __________ The enactment of the Tax Cuts and Jobs Act (TCJA) represents “the most sweeping overhaul of the U.S. tax code in more than 30 years.”1 For millions of Americans and businesses...
January 12, 2018
One of the most frequent questions we are asked by clients approaching retirement is, “How do I take retirement income and where should it come from?” It’s an extremely common question and let me tell you why. In the...
