Broker Check


Welcome to our blog!

We want to keep things educational, fun, and easy to understand.  Clarity and Transparency are the cornerstones of how we work with clients to help them overcome any barriers to financial success. Hopefully you find our content informative and/or relatable. 

Tuesday, November 28, 2023

The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. Overall, more than 60 provisions have changed. Here are a few of the most critical.

Sunday, October 22, 2023

Concentrated stock positions occur when someone has too much stock in one company for their risk tolerance. If the stock price declines, it can have a significant impact on the investor's overall portfolio. Sell, diversify, and hedging...

Friday, October 20, 2023

The best way for an employee to compare medical insurance options is to: understand your needs, compare the costs, compare the benefits, consider the provider network, read the fine print, use a comparison tool, talk to your employer.

Friday, October 13, 2023

The end of the year is a great time to review your financial plan. By taking the time to assess your current financial situation and goals, you can set yourself up for success in the new year. Here is what you should consider...

Sunday, October 1, 2023

The wash-sale rule is an IRS rule that prevents investors from claiming a capital loss on the sale of a security if they repurchase the same or a substantially identical security within 30 days before or after the sale.

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Friday, September 29, 2023

The typical response is something like "I'm a fiduciary, been in the industry forever, you can trust me, etc." So how do you find the right one? You get a referral from a friend or family. And that is how we have grown so much.

Friday, June 2, 2023

There are few things in life as unconditional as a dog's love.  But did you know that some of the same principles applied to being financially successful also apply to having a dog? While personal finance and pet ownership may seem...