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Roth IRAs are ultra-flexible. Here's why that's a bad thing for your retirement. 

Maurie Backman | The Motley Fool | Feb 18th, 2021
Category: Education

When it comes to choosing a retirement plan, you have options. You can sign up for your employer's 401(k) and have funds deducted automatically from your earnings

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Nearly half the states are taxing companies over PPP loans that have been forgiven 

Katherine Loughead | MarketWatch | Feb 23rd, 2021
Category: Financial News

How is your state treating COVID loans made to companies? The U.S. Small Business Administration’s Paycheck Protection Program (PPP) is providing an important

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Taxes Q&A: I never got my mailed stimulus, can I claim it in my taxes? How do I file if I only received unemployment? 

USA Today | Feb 12th, 2021
Category: Education

We have officially entered tax season. And, in this time of uncertainty, USA TODAY is working to find answers to your tax questions – anything from how your

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Joe Biden just gave homeowners an even longer break from mortgage payments 

Doug Whiteman | Yahoo Finance | Feb 16th, 2021
Category: Financial News

President Joe Biden has extended the government's lifelines that have helped homeowners keep their homes during the COVID financial crisis. Many mortgage

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IRS says it won't extend this year's tax-filing deadline 

Maurie Backman | USA Today | Feb 15th, 2021
Category: Education

When the coronavirus pandemic hit in full force in March, it upended normal life in a very meaningful way. Businesses were forced to shut down. Schools closed for

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A golfer wouldn't play a course with just one club in his bag. In the same way, asset classes help you diversify and optimize your portfolio.


Think of us as your personal quarterback to help you navigate and mitigate the blindsides of life.


A great chef tastes as he cooks for the best result. A great financial planner checks in to make sure you're on course and adjusts along the way for the best result.