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Articles and Updates

Say “NO” to Instant Gratification

This month’s newsletter was originally posted in May 2018, but we see the principles as timely. I remember it like…

Of All Things Cryptocurrency… and Not

Unless you have been hiding in a cave (or quarantining to the most extreme levels), you have heard about some form of cryptocurrency. Bitcoin would be the largest and most popular name you might have heard. And you might be surprised to learn that there are currently over 6,000 forms of cryptocurrency!

Navigating Life Events with Guidance

We have all seen timelines or charts which show a steady, linear progression. This could be an average rate of return on your retirement account with a nice ending balance. Maybe it is a life progression timeline showing graduation, a first job, marriage, a house, a child, family, empty-nesters, to grandparents, to retirement, to finally dying peacefully in your sleep in your late 80’s or early 90’s.

Giving Freely versus Suffering Want

This month’s newsletter is from April 2018, but we see the principles as timely. There’s a story about a rich…

Tax Planning for College and K4-12 Expenses

To decide on the appropriate account type, you need to first decide how you foresee using the funds. You also need to determine the amount of flexibility you want. In general, the more flexibility you desire, the less tax-advantages you receive. Below are some account types, common uses, advantages and disadvantages:

Closure for 2020. Hope for What is Ahead.

How often have we heard or said the phrase, “Don’t take it for granted!” I certainly have. At moments I take this challenge to heart. But if I’m honest, I feel it’s impossible to live each day in this manner. We are human. Unfortunately, we have to learn lessons over and over again.

How can we help?

We look forward to helping you accomplish your financial goals.