happy financially secure retired couple laughing and enjoying each other on a blue background.

News

The word "estate" in large green font with the word "strategy" under it in small green font.
By Ben S. Lies, MBA, RSSA

Why You Need an Estate Strategy [Infographic]

An estate strategy can be a very personal set of decisions, but it is far more than just how we want our money to be passed to our heirs. In the detailed infographic below you will find an outline of the basic components of a proper estate strategy that will not only get your money […]

Read more
How can this election affect my taxes?
By Ben S. Lies, MBA, RSSA

What Could Election Results Mean For Your Future Estate Taxes?

November is finally here and election day approaches rapidly – which means the relentless political ads, phone calls and social media posts are (thank goodness) coming to an end. As we spend the next few weeks discussing and determining the future of our country for the next four years, it’s important to prepare for potential […]

Read more
4 estate plan items to review in light of covid-199
By Ben S. Lies, MBA, RSSA

4 Areas of Your Estate Plan to Review in Light of COVID-19

Although COVID-19 related restrictions are beginning to ease, many people continue to help slow the spread by staying home and self-isolating. There are still unknowns related to the pandemic and how it will play out, undoubtedly keeping us all on edge. Over the past few months, we’ve been forced to face fears of falling ill, […]

Read more

Free Portfolio Analysis

Is your portfolio going to accomplish your goals? Can improvements be made to get you to retirement faster? Fill out this short questionnaire and we would be happy to help. Free of charge, of course!

State of Residence

Investible Assets

Your Goals

Contact Information