Taking a Step Towards

Tailored Advice for


For Your Changing Needs

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 July 6th

GONE Household wealth in the United States fell by $6.5 trillion (from $117.3 trillion to $110.8 trillion) during the first 3 months of 2020. (Source: Federal Reserve) WHERE YOU LIVE The average … Read More

Fun facts: Week of June 29th

THEY PRINT, THEY BUY The Fed was purchasing $75 billion per day of Treasury Bonds in mid-March 2020 when it launched “Unlimited Quantitative Easing.” The daily debt purchases made by the Fed have … Read More

Fun facts: Week of June 22nd

HIGHEST EVER As of the end of April 2020, 43 US states reported their highest unemployment rate in history. US states have measured monthly jobless rates since January 1976. (Source: Department of … Read More