Financial Strategies for Your Changing Needs

Our team has developed and refined a process to help you implement strategies to reduce the impact of income taxes on your investment assets throughout retirement. It is a dynamic process that adjusts to your situation and the ever changing financial landscape to help you meet all of your retirement lifestyle goals. We call it our STAR Process: Strategies to reduce Taxes on investment Assets throughout Retirement.

Fun facts: Week of January 25th

NFL In 2020, eleven of the top 15 U.S. TV broadcasts were NFL games. (Source: Axios) POPULATION Last year, California’s population contracted by 69,532, shrinking for the first time as far back … Read More

Fun facts: Week of January 18th

JOBLESS The lowest (3.5%) and the highest (14.7%) unemployment rates in the United States in the last 50 years (since 1970) both occurred in 2020, and they took place just 2 months apart. (Source: … Read More

Considering Retirement?

Registration is now open for our Retirement Planning Today classes! Join us for this Retirement Planning workshop, a financial education course offered virtually through the UW-Extension for adults … Read More