Ready to see what's possible

Don’t Have Enough Saved for Retirement? Consider These 3 Aspects

Hilltop mountain graphic

Don’t Have Enough Saved for Retirement? Consider These 3 Aspects

Are you confident that your retirement savings are going to be enough Have you put aside anything at all for your golden years If the response to these inquiries is... Read More >

How an Advisor Can Elevate Your Financial Strategy

Engaging with a financial advisor is a significant decision Just as a competent physician would be aware of your health history a skilled financial advisor will understand the vital aspects... Read More >

Wealth vs. Income: The Crucial Retirement Question

You may have built up a considerable sum of assets as you approach retirement But not all assets are the same when it comes to planning for retirement Here s... Read More >

How Debt Can Affect Your Retirement

Many Americans are approaching their golden years with some level of debt In nearly of US citizens were transitioning into retirement while still bearing debt While one might assume that... Read More >

What Are COLAs and How Do They Affect Retirement

If you are currently receiving Social Security or you are considering how Social Security might factor into your retirement plan it s important for you to understand what COLA stands... Read More >

What’s the True Value of Financial Guidance?

If you ve done any searching on the internet you ve probably seen the advice to minimize your financial planning and retirement fees as much as possible Many outlets for... Read More >

What to Consider If You Think You’re Asset-Rich but Cash-Poor

There s a chance that an individual may find themselves in a circumstance where they possess significant wealth in their house but lack sufficient cash in their bank account Over... Read More >

The Impact of an Unstable Bank Industry on Your Retirement

In the past few months three significant banking failures have occurred Silicon Valley Bank SBV Signature Bank and First Republic Bank This has generally resulted in concerns about a looming... Read More >

Struggling to Save? You Might Not Be Alone

The current rate of monthly savings across America is currently at This means that most Americans are saving about of their monthly income This number is unusual as the average... Read More >

Should You Consolidate Your 401(k) Accounts?

Many workers today have switched jobs multiple times over the course of their careers If that applies to you you may have several retirement plans from several different companies and... Read More >

Upcoming Events

Annual Client Baseball Outing – South Bend, IN

August 27th at The South Bend Cubs

I'm interested in attending >

Dinner Seminar – Mishawaka, IN

September 12th @ Ruth’s Chris

I'm interested in attending >

Dinner Seminar – Mishawaka, IN

September 17th @ Ruth’s Chris

I'm interested in attending >

Dinner Seminar – Fort Myers, Florida

September 23rd, 24th or 30th @ Coopers Hawk

I'm interested in attending >

Dinner Seminar – Fort Myers, Florida

October 21st and 22nd @ Coopers Hawk

I'm interested in attending >

Educational Workshop – Bonita Springs, Florida

October 21st or 22nd at Bonita Public Library

I'm interested in attending >

Dinner Seminar – Valparaiso, IN

October 29th and 30th @ Pesto’s 

I'm interested in attending >

Simplify your life with a wealth & tax team that connects you to what matters most.

Start the conversation