Baby on the Way? 5 Tips to be Better Prepared

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Do you remember how you felt upon finding out you were having a baby? Our journey began 5 years ago. We were filled with the excitement of all new parents. My wife even recorded my reaction when she told me she…

Five Topics to Discuss Before Saying I Do

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There are a number of different questions engaged couples need to ask themselves before tying the knot, and most of them can be answered in less time than it takes to say “I do”. As recently engaged couples get caught…

The CPA Designation

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About the CPA designation Having the accounting expertise of a CPA on our staff provides additional value to our clients. Will Holt, CPA, CFP and partner in the firm has worked in the field of accounting for almost two decades…

Tools

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Get Started worksheet – includes checklist of things to bring and questions to prepare you for the planning process. Expense Entering Report – understanding your spending is critical in developing a financial plan. Once a client, you can access our expense tracking…

Compromise on Taxes?

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You’ve no doubt heard stories this week that the Obama Administration and Republican leaders have negotiated an end-of-year tax deal which will, among other things, extend the current income tax rates for the next two years for all Americans.  Capital…

Changing the Definition of “Wealthy”

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Historically, most people have not had to consider the problem of owing Federal estate taxes at their death. With little or no estate planning, most property you own at death is subject to this tax, and will likely include things…

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We break down some of the most important questions we are asked on a regular basis.

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