We are all on information overload these days, so I am trying to only share information with you that is pertinent and that directly impacts your situation as a
“A pessimist sees the difficulty in every opportunity; an optimist sees the opportunity in every difficulty.” - Winston Churchill
As I watch the emotional
As 2019 came to a close, the president signed into law a sweeping series of changes that will affect how we save for retirement as well as the distribution of
Some retirees have paid hundreds, sometimes thousands, of dollars unnecessarily to the IRS in the past year because they didn’t know the tax exclusion I am
An old friend of mine works for a technology company in Utah. The company was recently acquired, and he will receive $1,000,000 from the company’s Restricted
