Losing Money AND Paying Taxes? There may be a better way
CPA’s listen up! As you begin preparing tax returns, some of your clients may have lost money last year but…
Do I have enough to retire?
“How do you think we’re doing for people our age?” This is the question I’m often asked when interviewing a…
Smarter Strategies When You Sell Your Business
Over the years, I have helped several business owners with financial planning and investment issues involved in the sale of…
Retirement Planning Success
Listen to a brief story of a couple who retired and did not know if they had enough money to…
Estate Tax Reduction
Estate Tax Reduction Video Listen to a brief story about a client who wanted to eliminate estate taxes and support…