Attention: New requirement this year for your identity protection: We will take copies of your Driver’s License. The National Security Summit sponsored by the IRS, state taxing authorities, the tax software industry, and other stakeholders recommended last year using driver’s licenses and state IDs as an additional factor in…
Financial Plan (The Solution) Maximizing Return on Life with your Financial Plan We believe we must deeply understand your essential life goals and motivations before formulating a financial plan. This may sound obvious and trite. But few of us ever stop and reflect on why we do what we…
Financial Turmoil (The Problem) A large percentage of Americans Struggle with personal finances. It leads to dissatisfaction and stress in our lives. How can we fix it? 21st Century America is a great time and place to be alive. We have nearly limitless opportunity. Our ancestors could only dream…
