Health Savings Accounts are gaining popularity and for good reason. They offer what's referred to as the triple-tax benefit. It's the only thing of it's kind...

What is a financial plan and Why should you have one? In its simplest form, a financial plan is a roadmap. It helps you state your goals, (the destination,) ...

Acquisition International Magazine just published the winners of their 2019 International Finance Awards. We’re excited to announce that Nashional Financial...

Are you saving and watching your money grow in investment accounts that are tied to the stock market, and only the stock market? It’s a great asset class tha...

Do you how the tax law changes will affect your 2018 tax return? Here's a great article from CNBC.com that highlights some of the key points. If you need hel...

Jeff and I were exited to be featured in the Sponsor Spotlight section of the January '19 edition of the Creekside Living magazine. A huge thanks to the peop...

Oppenheimer Funds created a great chart to breakdown different ways to talk to your kids about money and get them involved in your family's financial plannin...

Are you wondering if there is anything that you can do to minimize what you pay in taxes for 2018? This article explains several opportunities that may be ap...

Do you understand the fine print about how your credit cards charge you interest? Carrying balances and incurring interest could negate, or diminish, the gre...

Jim Cramer of CNBC's "Mad Money" lists 10 things that he believes must be fixed before the stock market sell-off can end. https://www.cnbc.com/2018/11/19/cra...

The review of a company's benefits package is a complementary service that we offer our clients. Many of them don't know about, or don't fully understand, th...

With a whole new website, comes a whole new blog! We're working on building a library of resources for you! Several topic areas will be covered that will pro...