Where Your Next Dollar Should Go

Personal financial planning is all about setting priorities and then putting your resources to work to achieve them, while covering the big risks that could derail your financial future.  The thought is you want to give every dollar that comes into your bank account a job. Whether you’re a mid-career serial entrepreneur or in your […]

The Four Keys to a Satisfying Retirement

There are many milestones that signal you’re close to retirement.  It could be that you’ve put your kids through college and its painful tuition bills.  You’re attending an increasing number of work parties celebrating many years of loyal service.  You or a loved one may have suffered a health scare or setback reminding you that […]

Great Tax Breaks That Could Go Away

Now that we’re in the heart of tax season, our focus is to see what can be done to reduce taxes for clients for 2015 and beyond.  While some tax breaks are straightforward, there are those that may face the chopping block when it comes time to “simplify” our federal and state tax codes.  President […]