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    Retire Safe & Secure! with Ed Slott – March 18, 2018

    Congress has just upended 30+ years of the tax code – what does it all mean for you and your family?   More importantly, how can you protect your hard-earned savings?  As a member of the Ed Slott’s Elite IRA Advisor Group, we are excited for his newest public television special, Retire Safe and Secure! with Ed…

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    9 INVESTMENT PITFALLS

    The financial markets reached record highs in 2017, reflecting a growing economy. Complex weather events and political and global developments emerged, making the environment challenging for investors to navigate. Experience has taught us that successful investing requires discipline and patience. A long-term investment focus can help when emotions run high. While balancing ongoing changes can seem…

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    Is a Roth Conversion Right For You?

    When you convert an IRA to a Roth IRA, your pre-tax funds will be included in your annual income, but the trade-off could mean a BIG tax benefit down the road. Find out if a Roth conversion is right for you: http://ow.ly/cWhJ30hBN5W #20YearsOfRoth #EliteIRAAdvisor

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    End the Year on a Financial High Note

    The holiday season is around the corner, and with the busy days ahead, 2018 will be here before you know it. Amidst all the action, we understand how easy it is to wait until the New Year to consider financial changes. But taking a few steps now could help you reduce your tax liabilities—and start…

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    November is Long-Term Care Awareness Month

    Our goal is to raise awareness of an issue that touches so many aspects of our lives and the lives of our loved ones. I have witnessed the physical, emotional and the financial devastation of a family with a loved one that has a chronic illness or disability. I have also witnessed families that have…

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    7 Questions You Must Ask to Keep a Financial Adviser Honest (by Tony Robbins)

    Doctors, lawyers, and certified public accountants in the United States are legally required to act in the best interests of the people they serve. Yet financial advisers get a free pass. There are more than 200 different designations for financial advisers, including “financial consultants,” “wealth managers,” “financial advisers,” “investment consultants,” “wealth advisers,” and — in…

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    Examining North Korea and the Markets

    No one wants to see a clash between two nations with nuclear capabilities. So, when the war-of-words between North Korea and the U.S. reached a new level earlier this month, markets briefly stumbled as investors grew uneasy. While we don’t normally opine on geopolitical events, we wanted to help ease any financial worries you may…

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