As we move further into the holiday season, time is ticking to find the perfect gifts for our loved ones. If you missed Black Friday or...

Nate Lovik, CFP®, AIF® Financial Planner-Strategic Tax and Retirement Found within the pages of Seneca’s “On the Shortness of Life” a...

In July of 1965, President Lyndon Johnson signed Medicare into law, thus creating a health insurance program for the elderly. The program...

When investing in a company retirement plan like a 401(k) or 403(b), many choices require careful consideration. One decision that may...

Annuities were designed to provide cash flow and aim to limit market risk while curbing the chance of running out of money in retirement....

New clients often arrive in our office with questions on topics that have not often been discussed with them previously. From our...

When you reach the age 70½, you may be required to withdraw a percentage of money from your tax-deferred retirement account each year....

Recent tax law changes have people nervous and excited to say the least. In this post we will discuss some of the major changes that...

“If you do not change direction, you may end up where you are heading.” Lao Tzu Debt, like red meat is okay when consumed in moderation....