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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…

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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…

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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…

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Retirement Planning Success

Listen to a brief story of a couple who retired and did not know if they had enough money to…

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Estate Tax Reduction

Estate Tax Reduction Video Listen to a brief story about a client who wanted to eliminate estate taxes and support…

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