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 June 1st

WOULD YOU PAY MORE If US airlines were to stop booking passengers into “middle seats” in order to achieve some level of “social distancing,” they would need to raise ticket prices by +43% to recover … Read More

Fun facts: Week of May 25th

VACCINES At least 89 coronavirus vaccines are under development around the world, with seven now in human trials. Pfizer says that if its vaccine proves safe and effective, it might be available on a … Read More

Fun facts: Week of May 18th

SHORTFALL The Congressional Budget Office (CBO) forecasted on 4/24/20 that our nation’s fiscal year 2020 budget deficit, i.e., the 12 months ending 9/30/20, will be a record $3.7 trillion, equal to … Read More