The tax code is needlessly complex. I would like to think at some point Congress would get the message, but that may be wishful thinking.

Are you in retirement or wanting to retire soon? If so, this video is for you. In this video, we talk about how to be tax-efficient when...

Did you know tax rates are scheduled to increase in 2026? That's right, in 2026 the income tax provision in the Tax Cuts and Jobs Act...

Being a financial planner is about much more than just investments. Often times our conversations revolve around taxes, estate, social...

If you haven’t heard, the market is down. And when I say “market,” you can almost take your pick: stock market, bond market,...

In 1997, the U.S. Congress passed legislation that gave birth to a whole new kind of retirement account. They called it a Roth account....

In 2021, the percentage of Americans who paid no federal income tax increased to 57% in comparison to 44% pre-pandemic. Covid relief...

If you have a high deductible health insurance plan, there is a valuable tool that can save you tens of thousands in retirement. You may...

Are you concerned the government may go back on its’ word and tax your Roth IRA? Watch this video to hear what Justin Lueger has to say...

Recently the U.S. House of Representatives passed the Secure Act 2.0. The bill possessed wide bipartisan support by proposing some very...

The U.S. House of Representatives recently passed a bill that could affect many retirees and investors 50 and older. "The original Secure...

We’ve talked before in this column about how farmers invest the right way. They find an attractive investment – predominately land – and...

I was meeting with a potential client the other day, and the individual asked an insightful question. It’s one that I’m guessing others...

As a financial planner, one of the more difficult questions clients ask today is, “Where can I go to earn a higher return on my cash?”...

It happened again. I found myself in a group of people, listening to an individual caution the others on the dismal state of Social...

Now is a tough time to earn a decent return on cash. That’s no surprise to anyone. Even though interest rates have perked up from...