Important Numbers in 2022

Do you start a new year with the initial thought of “what do I need to accomplish and/or what do I want my life to look like in the next 12 months?”  January seems to be a turning point for many as we head into a new year and it is not too late to reflect on our...

22 Things To Consider for 2022

Make it a New Year’s resolution to check IRA beneficiary forms and employer plan beneficiary forms. If you got married, had a birth/adoption or a death in the family in 2021, these forms may need to be updated. What better way to start the new year than with a...

Year-End Planning Strategies

It’s that time of year again and we know what’s on your mind. No, not exercising off the extra five pounds from this year’s Thanksgiving feast. It’s time for year-end planning to set yourself up for success in 2022. As you have heard us say countless times before, so...

Our Two Cents on Bitcoin

Let’s start out with a disclaimer: we do not consider ourselves experts on cryptocurrency (or blockchain technology). At the same time, it is our responsibility as advisors to understand enough to identify potential pitfalls and/or opportunities, so we offer this...