From Our Point of View

Your health may impact your financial plan more than you think. It’s often we think of our personal health and our financial health as two unrelated aspects of life.

Do you own a business with one or more partners? If so, what’s your game plan when one of the partners dies, becomes disabled or wants to retire? Be sure to address these issues early in the business, to avoid conflict and often serious financial consequences later. Here’s a summary of the key issues.

It’s easy to aim for a 100% because that means, even with terrible years in the markets, you’ll have enough money to live.

Taxes are NOT going up!?! Until the Build Back Better plan, or an alternative, is approved, there are no tax increases scheduled for 2022.

Do you have cash or investment funds that you do not need during your lifetime, and where you would like to maximize the investment return by eliminating taxes?

Worried about the current market high? Unsure what to do? Follow our disciplined process to make sure you are ’ready for whatever the market brings'...