Have You Prepared for the Unknown?

  Most of our clients are the financially savvy type. You keep up with current economic news, you research stocks before diving in, and you understand risk versus reward. High

Will Your Heirs Escape the Estate Tax?

In the past, those inheriting large estates often faced severe taxation. These situations often prompted wealthier individuals to pursue some complicated, creative estate planning maneuvers aimed at avoiding the bulk

Does the New Tax Plan Affect Your Deductions?

As you have probably heard by now, in December Congress finally passed a sweeping reform to our income tax system. While many of the bill’s effects remain to be fully

The Impact of Taxes in Retirement

Everyone knows that building a healthy retirement fund, investing that money wisely, and protecting it from major losses are some of the major keys to a secure retirement. Who wouldn’t

Another Retirement Savings Opportunity for High Income Individuals

If you enjoy a higher income bracket than the average person planning for retirement, many people might consider you lucky. And yet, you face special challenges of your own. You

Build a Better Retirement Income

  At this time in your life, you’re probably counting down the minutes until you can retire. And yet, it’s also very normal to feel worried about having enough money