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5 Reasons You Shouldn't Use a 401K and IRA as Retirement Accounts

Your401(k) plan may have left you with one hefty retirement pillowcase, but it does come with serious baggage during your golden years. It is impossible to argue against the early stages of a 401(k) when employers match your contribution to the plan. You can take advantage of the tax breaks because contribution money comes out of your paycheck before calculating taxes and that money compounds every year. When you retire, however, the tax impact of a 401(k), 403(b), or traditional IRA can become significant.


Have You Changed Your Health Care Directives Since COVID

April 14, 2021

As we continue to endure the various effects of the on going pandemic, we are forced to reevaluate and assess our assets and overall health.The little COVID-19 clinical information relating to treatment options and likely outcomes based on personal health history should lead all of us to the same conclusion; hope for the best, be prepared for the worst.


Why Property Co-Ownership is Risky

April 7, 2021

There are several risks to owning property with family like including taxes, creditor exposure, and loss of control. So when dealing with property, it is important to consider these risks and how to manage them, or to consider other methods of estate management entirely, even if you have to deal with probate.


Financial Literacy and Self-Discipline Can Lead to Wealth

March 31, 2021

Within the millennial generation or younger, there is a steady path you can pick that can over time make you a self-made millionaire. It does not require a specialized knowledge, a unique set of skills or even excessive risks.