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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

It's Time to Think Differently About Your Money

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

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: The CARES Act

Blog Post: The CARES Act

Hopefully, by now most of you have heard of the recent relief package passed in Congress and signed into law by the President. The bill, known as The CARES Act (Coronavirus Aid, Relief, and Economic Security Act) will provide substantial economic assistance to both individuals and businesses.

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Blog Post: Planning Implications for IRAs as a result of The Secure Act

Blog Post: Planning Implications for IRAs as a result of The Secure Act

We introduced the SECURE Act in a previous blog post at a higher level here, now we’re going to getting into the nitty-gritty and discuss how this *might* impact you from a planning standpoint. To review, two of the major changes to IRAs included delaying Required Minimum Distributions (RMDs) until age 72...

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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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Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.