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Should I Create An Online Will Or Hire An Attorney?

Should you take a do-it-yourself approach to making your will - or is it better to leave it to the professionals? Obviously budget is always a concern, but here are a few advantages and disadvantages to the online process. Keep in mind, there are also some hybrid solutions out there that involve online development with attorney review. Send me a note or schedule a call if you'd like to learn more about this type of approach!

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Seizing Opportunities: What We Should Do Right Now (Part 1)

What should we be doing right now? Our team is putting together content to give you actionable strategies so you can position yourselves to succeed in the coming years. Keep in mind these strategies are part of a 5-year plan. After 2008 it took nearly 4 years for the S&P to recover all of its value from 2007. We don't expect this shock to look much different. It will take time to recover, but we want to make sure you are there to benefit as it does.

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Will Taxes Be Higher or Lower When I Retire?

One of the hardest parts about saving for retirement is calculating your future tax burden. Your taxes could either go up or down, depending on the changes that occur in your career, income bracket, marital status, number of dependents, and so on. Additionally, tax laws are always liable to change between now and retirement.

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