Ignoring taxes and inflation in financial planning is a mistake, as Uncle Sam and inflation can significantly erode investment gains.

Selling your business is one of the biggest financial events of your life. The truth? You probably don’t know what you don’t know when it comes to tax strategy—and that’s okay. Let us help you.

Wow! There is a lot in this bill and no way we are going to cover everything or deep dive into anything specific. So…after reading and reading, here is an extensive glance at some of our notes.

Naming a trust as a beneficiary of a retirement account can be beneficial for several reasons, but there are some important things you need to consider.

I fully anticipate that we will continue to see a lot of change coming out of Washington. Some of it will be good. Some of it may not be good. Some of it may hurt. This is what we cannot control. The thing we can control is our readiness to respond proactively and be ready to embrace it.

Election day is right around the corner. It’s important that you’re well educated on the tax proposals for each candidate. No matter what your political views are, be sure that you get out and vote.

Retirement planning and tax planning are complicated to say the least. Which is why we have a job. And your job is to have a plan, because no plan actually is a plan and could be your biggest nightmare.

Don’t leave your spouse or business partner with a tax nightmare. Let us help you review your situation and show you any pitfalls that may be in your current plan.

We may not exactly be post-COVID yet, but our world is certainly settling into a new rhythm that looks a lot more normal than the past couple of years.