Let’s Talk About Midterm Elections and Your Investments

This week was midterm elections and we’ve had many questions about what it all could mean, which we’ll tackle in today’s blog. We consider it a great honor to vote, and while we may not know the final results of the election for days (or even months), what we do know is the election will …

Considering Tax Loss Harvesting? What You Need to Know First

Kevin Oleszewski, CFP® Senior Wealth Planner As the tax year draws to a close, many high-income investors will look to reposition their portfolios to intentionally generate losses as a way to offset gains — an investment strategy known as tax loss harvesting.

5 Questions for GM Employees Considering Taking the Recent Voluntary Severance Offer

Published by Tyler Silverthorn, CFP®, Associate Wealth Advisor GM recently announced that they are offering a voluntary severance program, which could be an interesting option depending on your age and how you feel about your career. But you’ll want to consider your options quickly because …

Creating A Financial Plan Really Is Simple

Published by Colin Casey CFP® Creating a financial plan doesn’t have to be another one of those daunting tasks that is procrastinated. Here is what to expect from a financial advisor that makes the complex simple: First, you should interview two or three respectable advisors in your area. T …

What Should be Addressed in a Financial Plan?

Published by Colin Casey CFP®

Looking to Find the Right Financial Advisor for You?

Published by Colin Casey CFP®

Kiddie Tax 2018

Published by Tyler Silverthorn, CFP® As you may have heard, Congress recently passed The Tax Cuts and Jobs Act.  You also have probably heard debates on who the tax changes benefit most: corporations, the top 1%, middle-income families, or low-income families.  One group that is often left …

8 Legitimate Tax Loopholes You May Be Missing

3 Methods to Not Run Out of Money

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