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 April 12th

COMPUTER In 2019, Google’s quantum computer Sycamore reached a milestone. In 200 seconds, the machine performed a mathematically designed calculation so complex that it would take the world’s fastest … Read More

Fun facts: Week of April 5th

LESS BABIES The global “total fertility rate” has been cut in half (down 51%) in the last 50 years, falling from 4.992 “births per woman” in 1968 to 2.415 “births per woman” in 2018. (Source: The … Read More

Fun facts: Week of March 29th

PUT IT ON THE CARD In the 1-year since the declaration of a “national emergency” on 3/13/20, the US national debt has increased $4.46 trillion from $23.44 trillion to $27.90 trillion. (Source: … Read More