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 June 14th

INVESTING AT A RECORD HIGH The S&P 500 has set 180 all-time record closing highs in the last 5 years, i.e., since 6/07/16, an average of 3 record closes per month. (Source: BTN … Read More

Fun facts: Week of June 7th

BABIES China had 12 million births in 2020, more than 3 times the 3.6 million births that took place in the United States last year. (Source: National Vital Statistics System) BUSINESS DONE ON A … Read More

Fun facts: Week of May 31st

ROAD TRIP The average price of a gallon of gasoline reached $3.04 Friday (5/14/21), up 79 cents a gallon YTD. The last time gasoline closed a calendar year above $3 a gallon was 2013. (Source: … Read More