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In this guide, we’ll define the differences between legacy and estate planning, three components they share, and tax-efficient strategies you can implement to maximize your estate.

Clients of mine are on their way to experience an African safari. What an experience awaits them. The splendor of the wild African geography, the opportunity to see wild animals in their natural habitat, the opportunity to participate in the culture, and to experience another people’s homeland. But how many of you would take this trip and not hire an experienced guide?

Wandering through life with no plan is classified as aimlessness. Don’t let your dream retirement become an aimless existence filled with anxiety and fear. Craft a flexible financial plan and implement systems to help you navigate any situation life, the economy, and markets can possibly throw your way.

One of history's greatest investors, Benjamin Graham, gave us 4 lessons for successful investing. Through his storied investing experience he gave us these lessons to help investors find success. If you heed his advice you are more likely to be successful and accomplish your financial goals

We are retirement income and IRA distribution experts. We’ve been providing answers to retirees and pre-retirees for over 30 years.

Spring is a time of renewal. A time to clean out the old and plant the new. A time to recommit to our values and reinvigorate our efforts towards our goals. It’s also a time to get outside and get a breath of fresh air. To reevaluate our actions and to recalculate our path.