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  1. Blog

Transitioning into Retirement If you’re considering retirement within the next five years or so, you’re in the retirement “zone.” This is a critical time period.

Charitable Contributions from IRAs The Pension Protection Act of 2006 first allowed taxpayers ages 70 1/2 and older to make tax-free charitable donations directly from their IRAs.


2019 Year End Tax Moves One of our main goals as holistic financial advisors is to help our clients recognize tax reduction opportunities within their investment portfolios and overall financial planning strategies.

Third Quarter 2019 Economic Newsletter After some concerns and declines during the summer, major equity markets showed advances in the month of September and finished positive for the third quarter of 2019