Roth IRAs: The Calculation of Consideration“The only two things you can count on in life are death and taxes,” as Benjamin Franklin eloquently put it. The witty and nearly equally…Feb 1Feb 1
Will or Trust — What’s the Difference?A revocable trust and a will are both legal instruments used for estate planning, but they serve different purposes and have distinct…Jan 17Jan 17
Cognitive Decline … time to “Think” about it.“Longevity Risk” is a great problem to have. That means we are living longer and in fact we are living longer, healthier in most cases…Sep 29, 2023Sep 29, 2023
12 Tax-smart charitable giving tips for 2023How to increase charitable impact and reduce taxable incomeAug 17, 2023Aug 17, 2023
You Don’t Need A Financial Plan — You Need Financial PlanningWhat’s The Difference?May 10, 2023May 10, 2023
How to Train for Your First Ultra Marathon | Timothy LoftonSo, you want to compete in an ultra marathon and you’re wondering just how you should go about training. This certainly isn’t going to be…Oct 21, 2022Oct 21, 2022
Seven Ways to Improve Your Tennis Game | Timothy P. LoftonTennis is one of the most popular sports for a reason and it can be a lot of fun to learn. If you’re trying to become a better tennis…Sep 22, 2022Sep 22, 2022
Retirees, Forget The 4% Withdrawal Rule!Let’s say you’re one of the lucky ones and have accumulated $1 million in your 401(k) retirement account after years of working. But, like…Sep 9, 2022Sep 9, 2022
Eight Tips for Trail Running | Timothy P.Trail running can be very fun, but it’s important to do things as safely as you can. If you keep the following eight trail running tips in…Aug 24, 2022Aug 24, 2022