Financial Advisor and Tax Consultant

Earnings Season of Wall Street

While nature offers four seasons, Wall Street offers only one—four times a year. It’s called “earnings season,” and it can move the markets. So what

February 9, 2022

5 Do’s and Don’ts of Saving for Retirement

No matter how far away you are from retirement, there are simple ways for you to step up your savings at any point. Especially if

February 9, 2022

Tax and Estate Strategies for Married LGBTQ+ Couples

The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are filing a joint tax return for

December 7, 2022

Financial Planning for a Child with Disabilities

Raising a child is expensive and can cost a quarter of a million dollars, not including college. For a child with special needs, that cost

February 10, 2022

A Living Trust Primer

A living trust primer is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives. A

February 10, 2022

U.S. GDP Compared to the World

It is sometimes not easy to realize just how big the U.S. economy is compared with the rest of the world. But a recent graphic

February 10, 2022

Is Space a Growth Industry Worth Investing In?

Space is the final frontier. Our military now has a space force. We are about to get a full report from the government on what

February 10, 2022

What is a Roth 401(k)?

While many people are familiar with the benefits of traditional 401(k) plans, others are not as acquainted with Roth 401(k)s.Since January 1, 2006, employers have

February 10, 2022

Financial Guide to your Career Switch

Looking for a new career or wanting to start a business? Maybe it’s something you’ve been considering for a while, but never knew where to

February 10, 2022

Bitcoin as an Investment

There’s a lot of buzz in the investment world about Bitcoin—and cryptocurrencies generally. Is it an investment? A real medium of exchange? Some of this

December 7, 2022

Earnings Season of Wall Street

5 Do’s and Don’ts of Saving for Retirement

Tax and Estate Strategies for Married LGBTQ+ Couples

Financial Planning for a Child with Disabilities

A Living Trust Primer

U.S. GDP Compared to the World

Is Space a Growth Industry Worth Investing In?

What is a Roth 401(k)?

Financial Guide to your Career Switch

Bitcoin as an Investment

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