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Retirement Article

Could You Be Audited This Year?

There are certain pieces of mail that no one wants to see in their mailbox, and I’m not just talking about the normal electric bill. Notices of jury duty, legal matters, and one of the most dreaded pieces of certified mail? Notice of an IRS audit. Here’s the good news – the IRS audits less than 1% of all tax returns[1] and that number has actually dropped due to years of repeated budget cuts. Despite the fact that there are less IRS agents employed to conduct these audits, they still have to keep the dollars coming in.

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Investments Article

Happy 10 Year Anniversary to the End of the Great Recession

I want to start by saying, “Happy anniversary!” This is the 10th anniversary of the official end to the Great Recession. Of course, we know now only because it's all in the rearview mirror that the stock market hit its all-time low March 9, 2009, after falling 56% from its peak in October of 2007.

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Tax Reduction Strategies

Here’s a list of a few tax strategies to consider that could improve your overall tax structure during your retirement years and for your beneficiaries inheriting your estate.

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PDF Document

Retirement Plan Checklist

This checklist was created to give you a timeline of items that should be done prior to and during retirement.

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PDF Document

41 Frequently Asked Questions About Retirement

Most people know a thing or two about retirement, but it can also be an intimidating time if baby boomers have not properly prepared and it’s filled with questions.

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Retirement Article

Could You Be Audited This Year?

There are certain pieces of mail that no one wants to see in their mailbox, and I’m not just talking about the normal electric bill. Notices of jury duty, legal matters, and one of the most dreaded pieces of certified mail? Notice of an IRS audit. Here’s the good news – the IRS audits less than 1% of all tax returns[1] and that number has actually dropped due to years of repeated budget cuts. Despite the fact that there are less IRS agents employed to conduct these audits, they still have to keep the dollars coming in.

Read More
Investments Article

Happy 10 Year Anniversary to the End of the Great Recession

I want to start by saying, “Happy anniversary!” This is the 10th anniversary of the official end to the Great Recession. Of course, we know now only because it's all in the rearview mirror that the stock market hit its all-time low March 9, 2009, after falling 56% from its peak in October of 2007.

Read More
Investments Article

GDP, Interest Rates, and Economic Contraction

Many people might think that spring is here in the markets. Well, I'm going to give you a reality check today on everything that's been going on in the markets.

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Tax Clarity

Forward-looking tax planning can be a huge part of a successful retirement plan. Watch as Dean Barber reviews the basics of a forward-looking tax plan and the impact it can have on your retirement plan. 

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Video

Choosing a Financial Advisor Video

Choosing the right financial advisor for your is an important process. Here are some things to consider when you're making your decision.

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Video

Estate Planning

Estate Planning is an integral part of your overall retirement plan. Watch as Dean Barber discusses the importance of Estate Planning. 

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PDF Document

Retirement Plan Checklist

This checklist was created to give you a timeline of items that should be done prior to and during retirement.

Download
PDF Document

Tax Reduction Strategies

Here’s a list of a few tax strategies to consider that could improve your overall tax structure during your retirement years and for your beneficiaries inheriting your estate.

Download
PDF Document

Social Security Checklist

The Social Security Checklist is a guide to claiming your Social Security benefits and includes a short checklist to help you along the way.

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