Resources and Information

We invite you to browse our library of articles.

3 Important Tasks to Tackle Before December 31
December 4, 2018

We realize that everyone is feeling quite busy these days, but we do dedicate ourselves to helping our clients identify important financial planning opportunities. That’s why we wanted to remind you of three simple, but very important tasks that you should address before the end of 2018. Make charitable contributions….

Read More

Adequate Protection for Your Most Valuable Asset
November 18, 2018

What is your most valuable asset? Many people will quickly answer this question by referring to their home, or perhaps some other item of value. But what most of us don’t consider is the fact that our income is actually the most valuable asset in our lives. It sustains us…

Read More

Is There a Downside to a Social Security Cost of Living Adjustment?
November 13, 2018

We were all pleased to hear the news of a Social Security cost of living adjustment (COLA) last month. Those currently drawing Social Security benefits will receive a 2.8 percent increase in their payments, beginning in January. For those still planning for retirement, it’s encouraging to see that benefits will…

Read More

Preparing for Taxes in Retirement
October 15, 2018

Remember that old saying about nothing being certain in life, except for death and taxes? Whether you’re planning for retirement in the next few years, or you’ve already reached that milestone, you might know that you will still pay income taxes even after your career ends. Of course, the amount…

Read More

Have questions? Need assistance?

Use the form below to contact us or request an appointment.

Call (954) 598-0752 or email