Housing prices have moved up strongly over the past year and a half or so to fully recover (and then some) the lost ground from the 2008 housing crisis. The pandemic has created abrupt changes to the housing market dynamics – likely in ways we have...

You may find yourself in uncharted waters. There are things you need to consider about your tax bracket this year vs. next and whether or not you can use the standard or itemized tax deduction on your tax form 1040. We will discuss a few key...

What do you do with your retirement account after you seperate from the workforce? It depends when and why you are leaving, how old you are and what income you will need and when. We will discuss this on Consider This Program.   Connect with...

Life comes quickly and change happens. Sometimes by our own doing and sometimes for factors out of our control. (Health, economic slowdown, etc) This conversation discusses things you should consider when you decide to prepare to retire. What does a...

Staying connected with your family in person and on paper. You have come a long way to develop relationships with friends and family. The Covid crisis has been best survived by those keeping in touch. The same is true when you leave a long term...

Can you count on your taxes being lower after retirement? ​When estate taxes are expected to be high, creating an irrevocable trust can help with the tax bill. Learn about other situations when you might choose this type of trust. unpredictable...

Balancing between these two economic conditions can impact cost of living and investment choices in a big way. From interest rates, to real estate prices to the purchasing power of your fixed income... Inflation and Deflation play a role. Keeping up...

Do you know the difference between defined distribution and defined contribution? There will come a day that the IRS is at your door to collect. Distribution of your retirement assets can be by your design on theirs. Without proper planning, you may...

Revocable Trusts are most common, but there are situations where an Irrevocable Trust is the way to go. When estate taxes are expected to be high, creating an irrevocable trust can help with the tax bill. Learn about other situations when you might...

What measures do you take to ensure you are safe when surfing the internet? Jeff Lanza, FBI special agent, and Financial Enhancement Group’s Partner and Chief Compliance Officer, Don Hodson, EA, will cover a variety of topics to help ensure that we...