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Do Well By Doing Good

The RMD Strategy. We often advise our clients who are charity-minded, to use their Required Minimum Distribution (RMD) to advantage. Click the photo to find out more! 

February 2023

An Interview with Robert Heller
Part I & II

John meets Robert Heller, former member of the board of governors of the Federal Reserve. Click the photo to see the interview. Part III coming soon!

November 2022

Three Financial Tasks To Do Before 
The End Of 2022 


December 2022

The holidays are a magical time full of gatherings and parties, friends and family, gift giving and of course the promise of a new start come January 1st .

But before we ring in the new-year, there are a few financial moves worth considering. Click the photo to read our latest blog.

The "Sale" Is Not Over


This may be the opportunity you have been waiting for. Click the photo to watch our latest video blog.

December 2022

What Now?


Markets have been going up for years, it's what we've come to expect. But when the economy takes a downturn, what can we do? Click the photo to watch our video blog.

October 2022

How We Plan


Do you have goals you'd like to achieve? How would you like to retire? There are many things to consider when deciding how to plan your financial future. Click the photo to see our blog video.

September 2021

Why Plan?


Planning means being prepared. With the right planning, your financial future will be secure no matter what the future holds. Click the photo to watch our video blog.

October 2021

Why don't you have a
financial plan?


Financial planning means asking t hough questions and having important conversations. But it is so worth it! Click the photo to watch our video blog.

August 2021

Ric Edelman Resigns

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John talks about Ric retiring from Edelman Financial Engines and what that means to you. Click the photo to watch our video blog.

August 2021


-- October 2021

- May 2021

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