Tax Issues

Coronavirus, Children & Charities

Interestingly enough, COVID-19 has opened up some doors to help protect both your children and the charities that are near and dear to your heart.

A Down Market Opportunity

The past couple of weeks have been treacherous for the markets. The market often climbs a wall of worry. What opportunities should you be looking at?

Election Year: Countless Candidates but One Forecast

If November does swing our nation to the left, it will be almost impossible to get the tax planning you have needed to complete done before things begin changing in 2021. Also...our in-house CFA Aaron Kennedy joins us to discuss the volatility in the market.

The 5 Biggest Risks in 2020

What are the 5 biggest risks in 2020? Can you see them? If you truly desire that 20/20 Vision for your future, go to the financial optometrist as soon as you can. Find out more on this week's episode of Life Planning 101.

No Way Around It

Why is it human nature to do nothing until the pain is bad enough? Why do we not take preventative measures for our health, our business, and future?

Will Tax Reform End Early?

Tax Reform is a once-in-a-generation opportunity. This is your generation. This is your opportunity. Own it. Start planning right now before it’s too late.

Are You Getting Cash Out of Your Business?

A lot of business owners believe that being stuck between a rock and hard place regarding cash flow is an expected, necessary evil to building a business. And truth be told—sometimes it is. But not always. If you have a successful business, you need to get help.

What is Life Planning?

Over 35 years of working in various fields of Life Planning has shown me that most people don’t plan to fail –they just fail to plan. And one reason behind this procrastination is that they are overwhelmed by the complexity of the task and don’t know where to start. I feel it is very important for every family to seek help and take the time to focus on the questions that need to be addressed. I encourage you to be proactive as opposed to reactive and live your life on Purpose!

Your IRA: The Good, The Bad, The Ugly

In many cases we are finding Tax Reform has created a perfect storm for some serious tax planning. Unwiring this tax bomb can be very complex, but it can be done. Don’t wait for the bomb to explode—there won’t be a way to turn back. Let us help you today.

Should I Prepare My Own Taxes?

If you have never consulted with a tax professional, this might be a good year to do so. Find out more on this week's episode of Life Planning 101 with Angela Robinson.

Is Your Investment Portfolio Tax Smart?

Is your investment portfolio tax smart? This may seem like peanuts, but over the years a tax-inefficient investment plan can make or break someone’s retirement. Our in-house CFA Aaron Kennedy joins us this week on our show.

Turning Crumbs into Cake for Your Financial Planning

Here are some creative planning ideas that leave yourself asking, “How do you do that?”