Recent Articles

The last year or so has been a very rude awakening for many. Too many people today are so busy living a lifestyle, they forget …

It is seldom planned or wished for, but it is a reality and something that requires discussion – the illness and/or death of a spouse …

November is financial literacy month – a great time to reflect on your relationship with money and the decisions you make that guide you toward …

Year End Tax Planning Ideas

With the year’s end fast approaching, here are some ideas to minimize your 2023 tax bill.   The first idea is to look at harvesting …

Clarke owned a small business that employed three other people besides him. He had sole signing authority on his business bank account, and personally had …

All-Weather Investing

There is almost always chatter in the media about the next possible correction or recession. The most recent buzz is about a possible US recession …