Financial Advisor and Tax Consultant

Car Buying Tips You’ll Thank Yourself for in Retirement

Is your new car keeping you from reaching your retirement goals? It’s easy to emphasize the here-and-now over something that may not affect you for

February 14, 2022

12 Tax Scams to Watch For

Every year the Internal Revenue Service (IRS) releases its list of tax scams, spotlighting the myriad ways that people try to separate you from your money. Identity

February 14, 2022

mRNA Therapies in Development Since the COVID Vaccine

Many of us have been locked down for more than a year. We’ve cancelled vacations, restaurant visits and in-person schooling. More than 500,000 of our

December 7, 2022

Return on Tax Investment by State

You might wonder what you get in return for your tax dollars. The question isn’t so far-fetched; after all, the government collects those taxes—theoretically, at

February 15, 2022

Retirement Planning for Women: 3 Helpful Strategies

Retirement planning for women can look a little different than it does for men. Although stereotypes are changing, women are still more likely to serve

February 15, 2022

Benefits of Reading

In this day and age, it seems like reading is becoming a thing of the past, what with podcasts, TED talks and YouTube videos becoming

February 15, 2022

Housing Market During the Pandemic: Rent/Own Divergence

We are definitely living in strange times, with a year of pandemic, microscopically low interest rates, a soaring stock market and everybody walking around looking

February 15, 2022

rF LiveBroadcast with Regina Rembert of BuyVet

Last week, Tony Jones sat down with Regina Rembert, founder and CEO of BuyVet, for a LiveBroadcast interview, where she shared her experience as a veteran and

February 15, 2022

Proxy Vote Update: Walt Disney Co. (3/8/2021)

Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials: Proxy Statement. Annual Report. rF

February 16, 2022

Executor Pitfalls

A friend or relative asks you to be their executor of estate. What, exactly, are they asking you to do? An article on the NerdWallet website

February 15, 2022

Car Buying Tips You’ll Thank Yourself for in Retirement

12 Tax Scams to Watch For

mRNA Therapies in Development Since the COVID Vaccine

Return on Tax Investment by State

Retirement Planning for Women: 3 Helpful Strategies

Benefits of Reading

Housing Market During the Pandemic: Rent/Own Divergence

rF LiveBroadcast with Regina Rembert of BuyVet

Proxy Vote Update: Walt Disney Co. (3/8/2021)

Executor Pitfalls

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