Financial Planning

Though most Americans have at least a passing understanding of the ability to use the equity in a house to obtain a …

One of the most important and common questions that retirees face is when to take social security benefits.  Regrettably, there is no …

In the old days, the decision to fund a retirement account with pre-tax dollars (Traditional IRA) or fund it with after-tax dollars …

With the holiday season upon us and tidings of good cheer in the air, our collective instincts for generosity often peak. It’s …

“Corporation, n. an ingenious device for obtaining individual profit without individual responsibility.” Ambrose Bierce, the Unabridged Devil’s Dictionary. Regrettably, Limited Liability Companies …

With the Tri-Cities housing market about as hot as it has ever been, why would an investor want to consider investing in …

As higher education costs continue to rise, it’s important to consider how best to fund your child’s or grandchild’s education. I propose …

One common concern for investors is seeking a reliable source of passive income. Sometimes it is not immediately evident to those investors …

One of the biggest areas that is often overlooked in an estate plan are the seemingly innocuous  beneficiary designations tied to assets …