Featured Blogs
Mid-Year Tax Planning Tips
This week we’re talking about mid-year tax planning tips and how you can potentially save yourself from some large tax bills in the future by simply reading this article! …
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Stocks vs. Other Investments: Common Wisdom
Common Portfolio Wisdom – Do Stocks Always Outperform Other Investments? Stocks always outperform other investments. Is that true or not? It’s kind of one of those common portfolio…
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Estate Planning Basics
Estate Planning is really about control. Recently, my friend and I were having an interesting conversation about control. She said she always likes to be the one to drive somewhere,…
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Women and Wealth Week
Women and Wealth Week Highlights We just held a week-long session called Women and Wealth Week where we discussed all the different ways that women can become involved, educated, and…
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Women – Money – Power
Women – Money – Power: My dog had puppies. Eight cute adorable little Goldendoodle puppies and as we are finding homes for them often people are asking about their personalities.…
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Power of Attorney – The Most Important Document
Why do you need a power of attorney? Let’s imagine that you have the choice of investing in two different accounts, one will turn your $50,000 into $100,000 in two…
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Stock Market Investments: Red Money
LThis week we are continuing our talk about different stock market investments as we talk about red money, stocks, bonds, mutual funds, ETFs, and more. When I was a…
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401K Rollover Options
401K Rollover Options Our topic today is 401K rollover options. Recently, I’ve had quite a few people ask me, “How can I roll my 401K?” “Should I roll my 401K?”…
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