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It's Time to Think Differently About Your Money

We stay focused on market trends, so you don't have to.

American Rescue Plan Act

American Rescue Plan Act

Recently, Congress passed another bill to provide additional stimulus to the economy in an attempt to combat some of the economic hardships experienced due to the Covid-19 pandemic. There are some lesser-known components of the bill we thought we should make you aware of.

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Qualified Charitable Distributions

Qualified Charitable Distributions

Are you over 72 with a Required Minimum Distribution (RMD) that exceeds your income needs (and/or that you might like to exclude from your taxable income)? Do you have charitable interests that you intend to contribute to throughout the year? Lucky you!

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Blog Post (Video): Is a Roth Conversion Right for You?

Blog Post (Video): Is a Roth Conversion Right for You?

A lot goes into the decision-making process when it comes to making a Roth Conversion. Watch this video if you need some clarification on the finer points. 

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Meet Our Team

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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Have concerns about the security of your financial data that's kept online?

Check out the video below to see the steps we take to keep it safe.


Tired of logging into multiple websites and having to mentally piece together 

your entire, increasingly complex, financial picture? Take a look.


Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."