Blog

Are You Focused on the Right Things?

Published by Mark Petersen There are many people who rely upon themselves to do many tasks. In talking with them, one common refrain is, “No one will pay more attention to my stuff than I will.” The question then becomes, “Are you paying attention to the right things and/or are you consulti …

Home Buying & the American Dream

Remember the American Dream? Go to college, get married, work hard, buy a home, then have 2 kids, add a dog and cruise control. Times have changed and many people are well into their 30’s when they first consider purchasing a home for the first time.

Is Your 401k Doomed?

Published by Teresa Milner Your 401k has a meaningful purpose, but are you failing to meet its objective? Are you using your 401k to provide meaningful retirement income? If there isn’t a company plan offered, are you looking ahead and planning for yourself?

Can I Retire?

Published by Beth Schanou Our clients experience a variety of motivations to commence working with our team on the development of a financial plan.

How Currencies Are Influencing the Markets

Each day, thousands, if not millions, of factors influence market trends. These range from individual investors’ collective buy and sell decisions to whether a country’s central bank decides to buy back its own bonds.

The Legal Documents Needed for Your College-Aged Child

Published by Beth Schanou As the school year comes to a close and summer unofficially begins, high school graduates begin the transition to a new stage in their life. For many, final preparations are underway for post-secondary education and possibly getting ready to move, at least temporar …
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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