Investing & Planning

An outline and analysis of President Biden’s proposed tax plan issued during the Presidential campaign with a focus on provisions that may impact individuals and small business owners.

Tax planning can be a year-round effort. Let's dive in to what you can do now to reduce your tax burden.

These pooled investment vehicles offer access to the private company debt market and usually offer attractive dividend yields and the chance for capital appreciation.

Market corrections can impact your investment portfolios. Let’s develop a game plan for when this happens.

Exchange Traded Funds are a popular twist on an old theme that has become very popular over the last decade or so. Let’s explore this type of investment.

There are dozens of variables that may factor into your need for life insurance coverage. The details of your personal situation are different than just about everyone else who is asking the same question. Let's introduce the basic framework for reviewing your family finances to help decide if you need life insurance and how much may be necessary.

IRAs are a valuable long-term planning tool as you plan for your income in retirement. How much and how can you contribute?

We understand that in today’s media frenzied and social media driven news cycle someone constantly wants to stoke our emotions of fear about what might happen. It’s easy under these circumstances to subscribe to a theory of doom. We prefer a fact-based approach to investing and financial planning. The facts are clear that investor fears of a President of a political persuasion other than their own are, quite simply, unfounded.

The SECURE Act has made changes to regulations related to qualified retirement plans like 401Ks, Individual Retirement Accounts (IRAs) and more. Some of these are positive changes, with a few negative. Read more for details.

Learn more about 2019 contributions for Traditional and Roth IRAs. The Secure Act has changed the Required Minimum Distribution age and rules regarding Inherited IRAs.