February 17, 2021

Interest rates continue to stay very low. Not good for your savings and money market interest rates but great for mortgage rates.

I love all kinds of pizza. Brick oven thin, Detroit Style, Sicilian Style and many more. In Atlanta, we have a traditional Italian pizzeria that gets a lot of attention. Antico Pizza is fantastic! If you haven’t tried it, go! The pizza picture is of an Antico pizza that Theresa and I enjoyed.

As the US government is helping citizens and companies survive during these tough times, expect that in the near future, taxes could go up. It’s time to think of sources for tax-free income. Here are three: ROTH Individual Retirement Accounts (IRAs): After tax...

Investment markets have been quite volatile during 2020. And now comes the presidential elections on November 3rd, 2020. Politics can bring out strong emotions and biases, but investors would be wise to put these aside when making investment decisions. Be sure to...

Owning your small business has afforded you the benefit to design the life and life the lifestyle of your choosing.Although calling the shots is not always easy, being your own boss is one of your greatest accomplishments. But have you planned for the life...

This is the week to expect lots of market volatility. The primary focus will be on extending the Coronavirus Relief weekly $600 extra unemployment payment under the CARES Act which is set to expire the Friday 7/31. The Democrats want to extend the program...

When markets are volatile, sticking to a long-term investing strategy can be a challenge. However, there are things you can do to keep market turbulence from distracting you from your goals. Find out some tips in this 3 minute video. Need help...

How healthy is your business? It's an important question, and in difficult times like these, it’s even more important to reassess. Whether its about growing your business, reviewing and training staff, reviewing your CPA, attorney, insurance agent(s), consultants...

Taking your financial inventory can be done by anyone at any time. It's the first step to getting your financial house in order, whatever life stage you're in. Check out this video to help get you started. Looking for help getting started, or looking for a second...

We’re here to help you determine and pursue your unique financial goals. Check out this video to see how we can work together to overcome your current financial challenges.