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What are the benefits of doing your taxes early?

…other paperwork you’ll need. Filing the wrong forms early (or worse, forgetting some entirely) can lead to penalty fees.  Establish Your Priorities Individual Retirement Accounts (IRAs) permit 2018 contributions in…

Taxes in Retirement

…individuals over the years. Our firm uses a “team approach” to focus on retirement issues, estate planning needs and other various financial challenges. For a FREE consultation: Call (855) 904-REAP…

Get your taxes ready early and right

…individuals over the years. Our firm uses a “team approach” to focus on retirement issues, estate planning needs and other various financial challenges. For a FREE consultation: Call (855) 904-REAP…

How will you give back?

…individuals over the years. Our firm uses a “team approach” to focus on retirement issues, estate planning needs and other various financial challenges. For a FREE consultation: Call (855) 904-REAP…

How to create passive income

…individuals over the years. Our firm uses a “team approach” to focus on retirement issues, estate planning needs and other various financial challenges. For a FREE consultation: Call (855) 904-REAP…

On Charitable Giving

and musing at this time in our lives. Jesus said, “Feed my sheep.” What are all of us here doing to feed our sheep? Our flock includes not just the…

Does your risk tolerance match your risk capacity?

…risk comes in different forms, and understanding the variations and contexts can help you become savvier and steadier when it comes to your money. Risk Tolerance An investor’s comfort level…

A parents’ guide to paying for college

…easily outpaced inflation. This means helping to pay for your children’s higher education may no longer be as straightforward as opening a 529 account, snagging as many scholarships as possible…