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September 16, 2022
Understanding the Basics of Medicare 

Medicare is the core component of healthcare coverage for most retirees. Medicare is also misunderstood by many people as they approach age 65. As Medicare open enrollment approaches, here is a brief overview of the basics of Medicare to help increase your understanding of this important program.  What is Medicare?  Medicare is a federal health […]

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September 15, 2022
Charitable Giving and How to Maximize Tax Benefits 

Charitable giving is a great thing to do regardless of whether or not you are able to realize a tax benefit. However, if you can help others and realize a tax benefit this is a good thing and might even allow you to give a little bit more. Here are some things to know in […]

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August 10, 2022
Asset Location – What is it and Should I Be Using It? 

Asset location pertains to the types of investment assets that are best held in various types of accounts. Asset location is a tax minimization strategy that matches various types of investments with the type of account best-suited for that type of investment holding.  Asset Location Basics  Asset location is about strategically holding investments in accounts […]

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July 15, 2022
The Importance of a Fee-Only Fiduciary Financial Advisor

The financial services industry has a bad habit of using terms that can seem vague and confusing to clients. There is probably no place where this confusion is greater than how an advisor is compensated. Additionally, the term fiduciary is tossed around by the media quite a bit. However many investors don’t fully understand what […]

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