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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 still owe capital gains taxes …
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 client to construct their financial …
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 their business. While everyone has …
Bourbon & Baubles
Join us for an EXCLUSIVE Event where we will taste a rare bourbon – Old Rip Van Winkle 10 year. RSVP to Karen Karl at …
Retirement Planning Success
Listen to a brief story of a couple who retired and did not know if they had enough money to maintain their lifestyle.
Estate Tax Reduction
Listen to a brief story about a client who wanted to eliminate estate taxes and support her family and support favorite charities now and after …