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We want you to know

Futurism Robots

Futurism Part III: Robotics

Robotics today are using more advanced programming and artificial intelligence to perform complex and more human tasks.

  • Permalink
  • Posted: Dec 28 2018
AI plays chess

Futurism Part II: Artificial Intelligence

by Ralph Broadwater, MD, CFP®, AIF® In a previous newsletter I wrote about the exponential changes that are occurring in our modern world. I would like to spend a little time discussing one of the most exciting areas of growth…

  • Permalink
  • Posted: Dec 21 2018

Two Suggestions to Improve Your Daily Life

We are living in exciting times. The changes that we will see in the next 10-20 years will be truly transformative. Let’s talk about futurism.

  • Permalink
  • Posted: Dec 13 2018
House-trap

Rental Real Estate Ownership

It is easy to fall for the deceptive attraction of rental real estate. What are the hidden costs?

  • Permalink
  • Posted: Nov 29 2018
Healthcare Open Enrollment

Open Enrollment Season

With the end of the year approaching, there are important dates to keep in mind regarding health insurance and other employer benefits.

  • Permalink
  • Posted: Nov 2 2018
cybersecurity

Cybersecurity Update: Enhance Your Account Protection

Cybersecurity is critical with the seemingly regular data breach reports. We have a few tips to manage your passwords and protect your data security.

  • Permalink
  • Posted: Aug 20 2018
2018 Tax Law

Surprise! You May Qualify for These 2018 Tax Breaks

Here are We have two law changes you should be aware of when planning for your 2018 taxes.

  • Permalink
  • Posted: Aug 9 2018
  • Tags: Federal Tax Return
Video conference

Technology Update: Zoom Meetings

We are using Zoom video conference software to better keep in touch with our clients.

  • Permalink
  • Posted: Aug 3 2018
Savings options

Qualified vs. Non-Qualified: Not All Savings are Equal

It can be tricky trying to determine the best type of savings to have for retirement. We explain why it is best to have a mix of the two types.

  • Permalink
  • Posted: Jul 27 2018
retirement abacus

The Horizontal and Vertical of Retirement Planning

When planning for retirement, your rate of return is important, but it is secondary to your annual spending needs and the concerns about outliving one’s savings. We explore the factors.

  • Permalink
  • Posted: Jul 13 2018
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