U.S. citizens currently hold more than $12 trillion in individual retirement accounts (IRAs). A large portion of that IRA money will be spent by account holders during their retirement, but a sizable portion will be inherited by beneficiaries in the... Read More

When it comes time to invest in the stock market, it pays to have an investment plan and stick with it. It can be tempting to try to time investments in the market to avoid downturns, but it is hard to... Read More

Choosing a retirement plan can be quite the undertaking due to the significant impact it can have on the quality of life you will live during retirement. Today, Roth retirement options are becoming more popular among professionals such as medical... Read More

With the 2018 increase in federal estate tax limits, protecting one’s estate from taxes has become less important for many. Effective January 1, 2018, individuals can leave just over $11 million to heirs and pay no federal estate or gift tax. A married... Read More

Contrary to what you might think, financial independence isn’t just the result of enjoying a high income over the course of your career. It’s earned through two patterns of behavior: Making consistently good financial choices throughout your lifetime, and Maximizing... Read More

As a firm who takes pride in its disciplined approach to investing, we place a high importance on establishing an effective asset allocation that is designed to enable clients to live the life they envision. Asset allocation means establishing an... Read More