Act Towards Success

Party Like It’s 1996

We now have a generation of tech-savvy individuals that are used to incorporating technical solutions in business and in life. It would be hard to miss the promotion of smart technology whether that is our phone, TV, or for my...
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4 More Lessons I Have Learned

I have made it a point over my 20 years as a financial advisor to keep our number of client relationships below 150. I know many advisors have thousands of “relationships.”   That gives them many people to talk at, but...
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4 Lessons I Have Learned

Relationships can be complicated. No matter what type of relationship you are in there will be times of happiness and times of stress.   Stress can either cause a relationship to weaken and break or strengthen and improve. It is just...
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4 Truths About 529 Plans

Given the time of year, when students are graduating and moving on to bigger and better things, college and the overall expense of higher education is top of mind for many. Go to any high school graduation party and you’re...
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Moving to Canada? Or staying here?

In the past several weeks celebrities including Neve Campbell, Whoopi Goldberg, Jon Stewart, Samuel L. Jackson and, not surprisingly, Rosie O’Donnell have all declared they will move to Canada, another country, or another planet (I wonder which one) if Trump becomes President. They...
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A Growing River of Cash

Like many of my colleagues, I spent the month of January focused on calming nerves. Unlike many though I like to be proactive, and thankfully that has become the foundation for solid relationships over the years. Sure I had a couple concerned...
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A 401(k) Match from the Government?

While not exactly a match, the 50%, 20% or 10% credit can amount to $2,000 or $4,000 if married filing jointly.  The Savers Credit gives a special tax break to low- and moderate-income taxpayers who are saving for retirement.  This credit works...
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