Lottery-winning advice

Lottery-winning advice

Congratulations!  You are one in 292 million.  When you first saw the winning numbers, you no doubt did a triple or quadruple take.  Maybe you rubbed your eyes as your heart began to race.  Maybe you got down on your knees and looked to the heavens, arms...
An invitation to the Bunch Club

An invitation to the Bunch Club

“Bunching” has always been a tax strategy, often utilized to maximize one’s tax deduction.  Now with the passing of the Tax Cuts and Jobs Act in December 2017, including a near doubling of the standard deduction, the strategy of bunching is gaining steam.  Find out if...

Since 1995, we have existed for one purpose...to help our clients live the life they’ve always imagined. We are a fee-only registered investment advisor (RIA) and a full-time fiduciary, meaning we fight for your best interests day in and day out. Our approach results in shared success.