Clarifying Medicare options, key decision points, and reviewing ways to reduce insurance costs while maintaining the best coverage.

Provided non-qualified annuities avoid the step up in basis & offer ordinary income rates on distributions which come out as gains first, how does that compare to a non-qualified brokerage account that gets a step up in basis & offers distributions at capital gains rates?

If your retirement goal is to both maximize your net worth & your total lifetime spending, is the 4% rule the best way to attain both outcomes?

The biggest tax bill business owners face is when they sell their business - if you want to minimize that bill - qualified small business stock may be for you.

How Roth conversions can reduce your lifetime tax liability.

Over the last 10 years, the average annual health insurance premium outpaced inflation by 56% & worker wage growth by 11.90% - how do you navigate these rising costs?

Do you ever wonder why markets can have positive returns yet the economy seems to be in the dumps? You’re not alone.

Retirement offers 40+ hours per week to do something. So, what do you do?

Superior investment solution or unnecessarily messy portfolio?

How could your life improve if you stop fighting what you wish to happen and accept things to happen as they do?

Nvidia has returned 189% over the trailing one year & is up 1,069% over the last 5 years. Is now the time to buy or sell?

Estate planning is the ultimate form of having control from the grave. But few understand the importance of an estate plan (or the costs of not having one).

To be financially free is to be void of any subconscious beliefs limiting your ability to fully feel what it is you already have.

Is your current retirement plan allowing you to save the most amount of money in taxes annually?

Stock options can make or break your total compensation. Not just for the potential future appreciation; but for the resulting tax consequence of not taking them seriously.

When it comes to making decisions around money - knowing what NOT to do, can be just as impactful as knowing what TO do.

Planning isn’t always about maximizing return, rather, minimizing risk. So where can you invest your cash to maximize your expected return?

What needs to be done to retire with the same spending power that you have today?

Should you buy a car in the name of your business? The question I would ask is, do you need a car?

Rental activity by the IRS is deemed to be passive. This means if you’re not a real estate professional this makes your odds of being able to deduct losses slim.