We aim to provide you with the most up-to-date thought leadership for all aspects of your financial life. In addition to your regular meetings and conversations with our advisory team, we also publish our insights on a range of topics including financial planning, investing, tax optimization and business advisory.
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Embracing the Future: The Importance of a Solid Succession Plan
January 10, 2024
For many business owners, the thought of stepping aside from the company they've built from the ground up can be challenging to contemplate…
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How Long Does It Take to Get a Tax Refund?
January 3, 2024
The Internal Revenue Service issued over 237 million refunds totaling more than $512 billion in 2022 – Bryan Eberle, President…
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Diversifying and Giving: The Tax Benefits of Investing in a Pooled Income Fund
January 3, 2024
When it comes to balancing your financial strategy between investing, income generation, and charitable giving, a pooled income fund (PIF) can be a valuable tool.
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Top 10 Stock Market Predictions for 2024
December 31, 2023
For those who follow our annual stock market predictions, I realize we are starting to sound like a broken record!…
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Top 10 Stock Market Predictions for 2024
December 31, 2023
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Traditional IRAs vs. Roth IRAs
December 27, 2023
Individual Retirement Accounts (IRAs) are powerful tools for building a secure financial future, but choosing between a Traditional IRA and a Roth IRA can be a daunting task.
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Maintaining Your Legacy: The Importance of Regularly Reviewing Your Estate Planning Documents
December 20, 2023
Estate planning is a dynamic process that adapts to life's ever-changing tides. It's not just about drafting documents; it's about ensuring they evolve with you.
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