by Mike Holloway | Oct 3, 2023 | Retirement
Whether you’re a young professional just beginning to plan for retirement, or you’re quickly nearing retirement age, it can be overwhelming to calculate how much to save. Retirement, like most seasons of life, comes with a lot more unknowns than... 
by Mike Holloway | Aug 30, 2023 | Retirement
When we talk to our clients about retirement planning, one of the most common bucket list items that comes up time and time again is travel. Many of the clients we work with see foreign travel, and even local sight-seeing trips across the US, as a meaningful way to... 
by Mike Holloway | Jun 27, 2023 | Investing, Taxes
This article is part three of our ongoing series, Ask a Real Estate Advisor. Check out Real Estate Tax Advice for Current Investors and How to Start Investing in Real Estate to learn more! There’s more to owning real estate than flipping homes or collecting rent. The... 
by Mike Holloway | Apr 16, 2023 | Estate Planning
What comes to mind when you think about the kinds of people who should be estate planning? Let us guess… The ultra-wealthy? The ones who have millions and millions of dollars in trusts, real estate, and investments? What if we were to tell you that any family can... 
by Mike Holloway | Jan 4, 2023 | Taxes
One of the questions we hear frequently from new clients is, what do I do with all this employer stock? It’s a valid question. Employer stock plans come with complicated tax implications, earnings structures, and lots of extra rules. Below, I’ll explain the two main...