What is a Family Estate Organizer?


The Great Sunset: How to Minimize Taxes in Retirement


10 Things to Know About Prosperity Partners


 Tax Quiz


 Key Numbers As You Plan for 2024


Long Term Care


Secure Act 2.0: New Rules for Required Minimum Distributions (RMD)

Secure Act 2.0: Use of 529 Accounts to Pay off Student Loans

Secure Act 2.0: QCD Maximums Indexed for Inflation

Secure Act 2.0: Lessons from the “Death of the Stretch”

Secure Act 2.0: Roth Account Changes at Work

Secure Act 2.0: Saving More for Retirement

Secure Act 2.0: 529 Plans Can Be Transferred to a Roth IRA Account

Secure Act 2.0: New Rules for Surviving Spouse Beneficiaries

SECURE Act 2.0

January 2023 Update - SECURE Act 2.0 (January 5th, 2023)

Holistic Planning

October Economic Update (October 7th, 2022)

May Economic Update (May 20th, 2022)

Russia-Ukraine War from an Investor's Perspective (March 14, 2022)

March Economic Update (March 1st, 2022)

February Economic Update (February 8th, 2022)

October Economic Update (October 8th, 2021) 

A COLA With Your Social Security? (June 17th, 2021) 

The COVID Economy- A Year Later (April 7th, 2021)

The Cares Act & Taxes (March 10th, 2021)

Economic Update (January 19th, 2021) 


Strategies During Election Year (October 7th, 2020)

September Market Update (September 4th, 2020) 

Tax Gotchas Through the 4 Stages of Retirement- Including the Secure Act- (August 14th, 2020)

What Covid-19 Taught Us About Retirement- (August 14th, 2020)

Beneficiary Liquidity Plan Opportunity with NGL- (August 3rd, 2020)

Educational Market Update- (July 7th, 2020)

Estate Planning Q&A- (July 7th, 2020)


Bottoms Are a Process- (May 29th, 2020)

Whatever It Takes (May 14th, 2020)

Social Security Update (April 15th, 2020)

Important CARES Act Update- Part 2 (April 2nd, 2020)

Important CARES Act Update- Part 1 (April 1st, 2020)

Don't Go Broke In A Nursing Home Interview with Ali Swofford