by Dave McDougall | Feb 8, 2024 | Retirement, Estate Planning, Investing, Portfolio, Wealth Management
Big tax changes are on the horizon for 2024 and the years ahead. From updated contribution limits, to changing tax credits—including new rules around Electric Vehicle (EV) and solar benefits—here are some of the most notable changes that may impact your tax bill next...
by Mike Holloway | Dec 13, 2023 | Retirement, Investing, Portfolio, Wealth Management
In finance (and in everyday life) it’s impossible to completely eliminate all risk factors. And that’s a good thing. Without risk, there wouldn’t be a reward—the positive outcome of finding yourself on the right side of a less-than-certain situation....
by Kim Clark | Oct 30, 2023 | Wealth Management, Estate Planning, Investing, Portfolio, Retirement
Whether you’re looking for a financial advisor for the first time, or it’s time to change financial professionals, finding the right fit for your family can feel overwhelming. A quick internet search will reveal hundreds of financial advisors in your city alone, and...
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 Derek Williams | Mar 9, 2023 | Retirement, Goal Setting
Retirement planning can feel like a daunting task— even when the stock market is steady. But with inflation running rampant, major companies across the country laying off thousands of workers every month, and the Federal Reserve raising interest rates every time you...
