2^nd Opinion Service

In this challenging economy, you may be in a complex situation or just unhappy with the advice from your financial advisor—it’s not uncommon. We believe that many successful investors would value a second opinion on their finances.

In order to help people achieve their financial goals, we have created a complimentary second-opinion service. We’re pleased to offer you the same expertise and guidance that our clients have come to expect.Read More

Sticking solely with what you know isn’t always the best idea when it comes to the stock market.

The S&P 500 is filled with companies you probably interact with daily, from big tech like Apple to food and retail companies like McDonald’s and Estee Lauder. The index couldn’t be stopped in 2020, ending with a 16.3% gain for the year. While it might be tempting to fill your portfolio with these names you recognize, it can also be dangerous to exclude everything else.Read More

If you’re one of the millions of Americans who’ve had to swap their office cubicle for a kitchen table, you’ve probably racked up some unusual expenses over the last fiscal year.

Sure, you’ve saved money on your commute, lunches, and dry cleaning (after all, you’re mostly wearing sweats these days), but you’ve also shelled out for some unexpected costs. Maybe that bar stool you were using as a desk chair did a number on your back, forcing you to spring for something more … ergonomic. Or maybe your utility bills have gone through the roof now that you’re spending so much time indoors.

The question is, can you write off these things on your taxes?Read More

Saving for retirement is not easy, but using your retirement savings wisely can be just as challenging. How much of your savings can you withdraw each year? Withdraw too much and you run the risk of running out of money. Withdraw too little and you may miss out on a more comfortable retirement lifestyle.Read More

2^nd Opinion Service

In this challenging economy, you may be in a complex situation or just unhappy with the advice from your financial advisor—it’s not uncommon. We believe that many successful investors would value a second opinion on their finances.

In order to help people achieve their financial goals, we have created a complimentary second-opinion service. We’re pleased to offer you the same expertise and guidance that our clients have come to expect.Read More

So many aspects of our lives can be found in our email inboxes. Messages from our banks on recent transactions, promotions from our favorite places to shop, updates from school, work, daycare … the list goes on.

It’s no surprise, then, that when we get an email from an organization we recognize (or think we recognize) most of us tend to open it without giving it a second thought. But that can be extremely dangerous.Read More

As the end of the year approaches, it’s time to consider strategies that could help you reduce your tax bill. But most tax tips, suggestions, and strategies are of little practical help without a good understanding of your current tax situation. This is particularly true for year-end planning. You can’t know where to go next if you don’t know where you are now.

Read More

Data breaches have become far too common…In 2019, nearly 1,500 companies were hit with data breaches, according to the Identity Theft Resource Center, which led to more than 164 million sensitive records like passport and Social Security numbers being exposed.Read More

Although it may be hard to think past the seemingly endless year that is 2020, it’s a mistake to not save for the future. In order to take full advantage of compound interest and tax perks, you’ve got to plan ahead for retirement.

Read More

Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets such as life insurance. With
retirement benefits, you need to know the impact of income tax and estate tax laws in order to select the right beneficiaries.

Read More