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´╗┐Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.´╗┐



Thursday, March 16, 2023

As parents, we encourage our children to work, so they can learn important values about work and independence. At what point, if at all, do children need to file an income tax return for the money they earn?The IRS does not exempt...

Friday, March 3, 2023

Every business partnership is unique - yet they all have one thing in common...they all end and not always in the :best of times or convenient of ways. We invite you to attend our upcoming webinar where we'll discuss the four most...

Friday, February 24, 2023

Taxes are one of the biggest budget items for most taxpayers, yet many have no idea what they’re getting for their money.The average household spends more on taxes than on groceries, clothing, or healthcare. In fact, 11% of our...

Friday, February 10, 2023

Taxes are front and center on the minds of most successful professionals, executives, and business owners. While many are familiar with how to diversify their investment portfolio, they may not be aware that by diversifying their tax...

Friday, February 3, 2023

When it comes to retirement, women may face unique obstacles that can make saving for retirement more challenging. Given that women typically live longer than men, retirement money for women may need to stretch even further.Despite...

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Friday, January 27, 2023

The reason withdrawals from a Traditional Individual Retirement Account (IRA) prior to age 59½ are generally subject to a 10% tax penalty is that policymakers wanted to create a disincentive to use these savings for anything other...

Friday, January 13, 2023

Rather than depending on a government program to protect their income in the event of a disability, many individuals prefer to protect themselves with personal disability insurance.Read full article here:https://www.kern-advisors...

Thursday, January 5, 2023

A FRUITFUL RETIREMENT: SOCIAL SECURITY BENEFITTaking your Social Security benefits at the right time may help maximize your benefit.Watch this short video: https://www.fmgwebsites...

Thursday, December 29, 2022

The popularity of “Zooming” was borne of necessity. How else could we stay connected with colleagues, clients and loved ones when the whole world was in quarantine?Since then, videoconferencing has become a part of our...

Wednesday, December 21, 2022

The last time the U.S. economy saw sustained inflation, in the 1960's and 1970's, it devastated investors, and especially retirees living on fixed incomes. For the full article click here.https://www.marketwatch...

Monday, December 19, 2022

As the year winds down, those looking to trim their tax bill may consider an individual retirement account contribution. Before transferring the funds, however, there are rules and limits investors need to know, financial...