“The Brady Bunch” Estate Plan — Planning for Blended FamiliesWe are the Brady Bunch — What do we do? …Jan 28Jan 28
Are U.S. Taxes High or Too Low?The current fiscal landscape of the U.S. reveals a significant gap between federal spending and tax revenue, larger than any time in recent…Jan 28Jan 28
Guns & Estate PlanningSo, you have decided to take the plunge into the Class 3 Weapons World (NFA), and you’re planning to start buying Suppressors, SBR’s, and…Jan 28Jan 28
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 1, 2024Feb 1, 2024
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 17, 2024Jan 17, 2024
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