Posts by laurenwools
3 Tax-Planning Strategies to Deploy Year-Round
Proactive tax planning isn’t limited to just “tax season” — it’s a year-round event. Your financial professional can help you deploy these three strategies to potentially optimize your income and…
Read MoreFrom the Founder – How About a Little Good News?
This month I’m going to take a break from commenting on the current economy and markets. Instead, I thought I would share some good news. I know this makes me…
Read MoreSilicon Valley Bank
I wanted to take some time to discuss all the craziness that’s been going on. I’m sure you’ve heard about Silicon Valley Bank and everything happening in the banking community.…
Read MoreTrusted Partners
In addition to helping our clients with all of their financial needs, we also want to be there for everything they may need in retirement. We have reached out to…
Read More7 Things To Know About Social Security Before Starting Benefits
For many Americans, Social Security is a primary source of income in retirement. But understanding how benefits work and when you should start your benefits can be confusing. Here, we…
Read MoreWill Retirement Be Better in the Future?
Retirement — like fads and fashion — changes with time. Those sprawling, cookie-cutter retirement communities in places like Florida that have been so popular for decades? Those are quickly falling…
Read MoreStash That Cash (Anywhere But Your Mattress)
Have you heard the story about the contractor renovating a bathroom and finding more than $180,000 stashed in the walls?1 In times of economic uncertainty, people often rush to pull…
Read MoreFebruary Digital Newsletter
FROM THE FOUNDER Where Do We Go From Here? As we look at what is ahead for 2023, the biggest topic in economics these days always revolves around the ‘R’…
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