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 November 23rd

THE ONLY GAME THEY PLAY The breakeven price of oil for Saudi Arabia in 2020 is $78 a barrel. 80% of the total government revenues in Saudi Arabia come from the sale of oil. The price of oil closed at … Read More

Fun facts: Week of November 16th

WAS IT WORTH IT? 56% of the $1.54 trillion of student loan debt in the United States is held by individuals with graduate degrees, i.e., beyond a bachelor’s degree (source: Federal Reserve, 2019 … Read More