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Recently my son and I went to PAX South for his 10th birthday. We just went for Sunday because that was his actual birthday, and because his ticket for the day was only $10. Instead of me doing a write-up … Read More

Whether or not you followed the debates surrounding the new SECURE Act (SECURE stands for Setting Every Community Up for Retirement Enhancement), this act will likely impact you and your taxes in 2020. So let’s take a moment to understand … Read More

Select a  date and time below that works best for you to have a quick call with us. You’ll receive an email confirmation right away, and a reminder 24 hours before the call. Make sure to let us know what … Read More

I’m often asked for suggestions of gifts for many different people in my life. Since I enjoy perusing gift guides, I decided to create my own short gift guide as well as a guide to other gift guides. I mention … Read More

  Ever try to play a game without learning the rules? Then why go through life without understanding how the tax code interacts with your investments which interacts with your retirement goals which interacts with your budget which interacts with … Read More