If you’re anything like me, you have plenty of good intentions and a vision for your future. But how many of those dreams have you let fall by the wayside because you never actually took the time to d

Are Your Retirement Assets Working for You or for Someone Else? We recently had a client make a change from high-expense mutual funds to our low-cost strategy of investing with exchange-traded funds a

Last month, Matt Syverson, along with Greg Owens (Keller & Owens), Troy Redstone (PhD Consulting), and Brian Johnston (Polsinelli), hosted our 2013 business planning forum to address the topic of

Will National 5-29 Day inspire you to save more effectively for college? Each year on May 29th we celebrate 529 College Savings Day, which is designed to raise awareness about the importance of saving

Unique memorial gifts can be a special way to honor a loved one. One of our physician clients recently lost his mother to cancer.  It was a devastating loss to the family and she will be dearly missed

Why should you use the Roth 401k, even if you are a highly compensated employee? As we continue our discussion of the Tax Planning PentagonTM, one of the most powerful tools that you might have at you

Why your Asset Location is just as important as your Asset Allocation. In light of all of the recent tax changes for 2013 and beyond, you need to be keenly aware of the current and long-range tax trea

How to Plan for a Natural Disaster It seems as though there’s always a hurricane, tornado, earthquake, flood, fire, blizzard, or mudslide happening somewhere in the United States. A storm or other nat

What would life be like without a mortgage? One of our clients recently paid off their mortgage before they reached the age of 40 and we were blessed to celebrate with them! Just under 3 years ago, th

April 15th is fast approaching and CPAs across the country will collectively breathe a sigh of relief once they’ve filed the last of the tax returns for their clients. If you haven’t filed your 2012 t