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July 2018 Update

Independence Planning – July 2018 Video Blog (watch video above) This is the first in our new video blog series.

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Barron’s Top Advisors Summit

The Barron’s Top Advisors Summit is an invitation-only gathering of elite-tier advisors to share best practices and elevate standards of

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2018 Market Update – Conference Call

On February 7th, 2018, Steve held an impromptu conference call for all clients in light of market volatility during the

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Filing Taxes as a Married Couple

Filing taxes can be an extremely difficult task. There are so many rules and regulations that it can make your

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Top 4 Mistakes Tech Investors Should Avoid

Tech stocks have become a popular choice among investors. While owning a share of stock in Google or Apple might

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Should You Wait Until Age 70 to Retire?

Full retirement age is now 66 or 67, depending on the year you were born. But a recent survey revealed

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