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A home loan is the biggest financial liability most Americans ever assume, and paying off a mortgage is a long-term goal for many of us. The question then arises as to whether or not you should pay off your mortgage early. This is a fairly complex question, both due to…

There are many popular myths and misconceptions around capital gains taxes. Most of these are centered on when the taxes in question apply and how they affect a given investment or asset, and as a result, a misunderstanding of capital gains taxes can be quite costly indeed. While capital gains…

We’re humbled by the trust our clients place in us and we do our best to honor that trust by treating them like family, getting to know their unique needs and goals, and working with them closely to get them to where they need to be. While we are guided…

Estate planning is often a daunting task, as you are choosing the ways in which your estate and your legacy will evolve after your passing. A vital step in estate planning is choosing the right trustee to oversee your posthumous affairs and execute your wishes as described in the various…

Let’s open this one with a caveat: the situation which we’re discussing here is evolving rapidly and the ultimate resolution remains unseen. Investors and markets have been repeatedly astounded over the last few weeks by an unprecedented series of events around video game retailer Gamestop. Largely regarded as a dying…

Homeownership is a cornerstone of the American dream and plays a strong role in our culture’s understanding of success, stability, and family. The question of “how much home can I afford” is one of the most important that many of us face as we make what is likely the biggest…

Happy New Year to our clients and readers. It took a few weeks before gaining enough inspiration to write our first Market Perspectives of 2021.  The noise of politics, social unrest, pandemics, and the threat of losing free speech can leave you at a loss for words. Frankly, America has…

It’s naturally to look ahead for new opportunities, new investments, and new ventures. Despite a rocky 2020, the potential for future growth seems boundless for the savvy investor or financier. No matter your goals, now’s the time to plan the bold moves that will get you there. That having been…

Any transition is a time of uncertainty, but moving into the New Year and the shift from Trump to Biden raises additional concerns for many investors. In particular, the nature of Joe Biden’s tax plan and the role it will play in the lives of those planning for their financial…

For good or ill, dentistry is a business, and your financial health matters nearly as much as the oral health of your patients. With a new year dawning, both businesses and individuals are starting to process their 2020 taxes. While taxes and tax preparation may seem like a chore, they’re…

Retirement is a major financial goal for most of us, the culmination of years of planning and dedication. Ideally retirement is one of the most rewarding stages of life, a time in which we can enjoy the fruits of decades of labor and explore hobbies, interests, and new adventures. Sadly,…

It only takes a single jarring moment to throw your life off the rails. While we all avoid thinking about the horrific and the impossible, accidents can happen and shatter your world. Disability can strike out of nowhere due to accident, medical emergency, or just age–by some estimates, one out…