What Makes a Company Grow?
During our Spring review meetings, I took clients back to 1964 — the year the Beatles appeared on the Ed…
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What is a Trump Account?
A provision in the One, Big, Beautiful Bill Act created a tax-advantaged savings account for American children under the age…
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Who Needs Muscles?
My mom recently shared a video with me from a series titled, Rebuilding Mum & Dad. You can easily find…
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The Hidden Cost of Three Social Security Mistakes.
Don’t leave money on the table: three mistakes—claiming too early, ignoring spousal/survivor strategies, and not accounting for taxes or the…
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What’s Your Vision?
An often-quoted passage from the Bible is Proverbs 29:18 which says, “Where there is no vision, the people perish.” Certainly,…
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Big Beautiful Bill.
This summer, Congress passed the “One Big Beautiful Bill” (often shortened to OBBBA). The bill was certainly big, they all…
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Health-Your Most Valuable Asset.
I’ll never forget a conversation I had with some younger clients several years ago now. They had plans to retire…
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Who are your Beneficiaries?
One of the simplest yet most overlooked parts of financial planning is keeping beneficiary designations current. These instructions—attached to IRAs,…
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Home Title Fraud?! What to Do?
Many clients have asked me about home or real estate title fraud. This is a criminal act where someone illegally…
