Three Smart Ways to Use Your Tax Refund

The federal tax deadline of Wednesday, July 15 (recently extended in response to COVID-191) will be here sooner than you think. And many of you may be excited about the possibility of receiving a sizable refund. After filing taxes, most refunds will be issued within...

Get Time On Your Side: Late Retirement Planning Strategies

If you’re feeling behind when it comes to retirement savings, you’re not alone. A surprising 70% of Americans are either falling short or don’t know where they stand.1 If you find yourself in this predicament, it’s time to stop worrying and take actionable steps....

Alternative Funding Strategies for Long-Term Care

As we get older and become frailer, we may find ourselves needing help with everyday activities that’s as simple as getting dressed, eating, or getting in and out of bed. Even if we’re healthy, accidents may necessitate assistance with such activities. This assistance...

Our Approach to Volatility: the Coronavirus and the Market

Grant Dorhout The Coronavirus and the Market An Analysis: The Coronavirus and the Market The markets have shifted somewhat rapidly as of late and we understand that you may have questions about how to respond to market volatility. Although the media likes to attribute...

Build Tax-Free Income For Retirement

If there’s one thing almost everyone can agree on, it’s not wanting to pay taxes. After all, who wants to give up their hard-earned money to the government? The retirement savings gap is a multifaceted issue for many working people. With many challenges workers face,...