A Path to Setting and Reaching Your 2020 Goals

A Path to Setting and Reaching Your 2020 Goals

What if you focused on your system instead of just your goals? Setting goals for a new year can feel overwhelming.  We all know that resolutions don’t last, but we also feel the energy that comes with a new year of possibilities.  Here’s a clearer path for setting and...
2020 Contribution Limit Changes & the Secure Act

2020 Contribution Limit Changes & the Secure Act

Understanding the changes for 2020 so you can maximize your retirement There are some significant changes to your retirement plans starting January 1, 2020. Between the Internal Revenue Service announcing cost-of-living adjustments for tax year 2020 and the new Secure...
5 Ways to Build A Better Tax Plan

5 Ways to Build A Better Tax Plan

It’s tax time. Maybe you just finished, or maybe you are holding out as long as possible but it’s never too early to make your tax plans. It’s important that as you build your plan, you think about some strategies to reduce or defer your taxes now or...
Market Corrections are Healthy and Beneficial

Market Corrections are Healthy and Beneficial

Because they keep bubbles from forming – but only if you’re prepared With the stock market’s historic growth that began in early 2009, many believe a 10% pullback may be a healthy thing. Such a drop is not horribly painful, by historical standards, and smart investors...