Blog
Tax season is over! But our work is never done.
Most of you have filed your 2021 tax returns and said “goodbye and good riddance” to tax season. You probably won’t be thinking about taxes again until next year.
10 Key Facts About Social Security Benefits
Why Advisory Could Be the Right Decision
There are a couple of different ways to work with a financial advisor. Two of the major ones are a commission-based approach and an advisory, or fee-based approach. Learn why an advisory approach could be a good option.
Inflation Games
Inflation is a political lightning rod. As a result, there is a good deal of misconception around it.
Will Russian Sanctions Lead China to Sell US Debt?
Russia’s invasion of Ukraine led western nations to impose the most draconian economic sanctions in the modern era.
Do you Recognize the Underlying Risks in your Financial Plan?
Today, many people think of their Investment Portfolio as their Financial Plan, but nothing can be farther from the truth. Your Financial Plan is so much more than your investments….
War Times & The Stock Market
Wars and conflicts have been a constant throughout history, however recent events might cause us to look at how the stock market has performed during past times of war.
What Keeps You Up at Night?
Please take a minute to review the topics and related questions below. Check off any concerns you have right now. Chances are I have information that will help us address many of the issues that may worry you.
IFG Retreat Highlights 2022
Integrated Financial Group (IFG), a consortium of independent financial planners dedicated to leading the fiduciary standard for the investment and wealth management industry, recently held their 2022 Retreat for their advisor “brain trust”...
2022 Important Numbers
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Are you are looking for a financial partner to help you organize, strategize, and execute the myriad decisions you face in your personal situation?
Schedule some time with us to talk and see if we’re a good fit for each other.

