1. Buying a Boat and Staying Afloat

    Is owning a boat on your horizon? Do you see yourself paddling a canoe? Piloting a motorboat? Helming a sailboat? Of course, it will be easier and more affordable to pop a canoe on top of your car than to maintain a moored boat in a popular summer harbor. Still, choosing a boat that fits your lifest…Read More

  2. Asset Protection at a Glance

    In this litigious society, where it is not uncommon for citizens to sue each other over the most trivial of issues, people are rightly concerned with becoming the target of a lawsuit. This is especially true for those whose jobs place them in the contentious business world and workplace. Some indivi…Read More

  3. Smart Taxes: Roth IRA

    Without fail as Tax Day approaches every year, the mind whirls while you check boxes and fill in numbers about everything you could have, should have, would have done to save more money on taxes. Could you have saved more? Invested better? Been smarter at charitable giving? Probably. Its too late fo…Read More

  4. Game of Life: Financial Planning At Every Age

    If you’ve ever played the Game of Life board game, it becomes clear that compressed into the colorful path there are various stages of life. Each stage holds its own major financial challenges as well as prospective profits in addition to surprises (new baby!) and forks in the road. In the real wo…Read More