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Total Wealth Planning

2017 Year End Tax Planning Strategies

Proactive tax planning throughout the year is the key to reducing taxes and maximizing your after-tax dollars for …

Estate Planning

A Clients Experience With Estate Planning

Twenty years ago, I contacted a lawyer recommended by a family friend to talk about getting divorced. I’d …


Tax Preparation is not Tax Planning

More times than not after reviewing a new client’s tax returns, it is pretty evident of the lack …

Investments & Market Updates

Quarter 3, 2017 Market Review

We are pleased to share a review of world capital market performance and a timeline of events that …

Security & Privacy

Equifax Data Breach

Equifax announced yesterday that there was a cybersecurity breach in July, and 150 Million US consumers were affected.  …