The IRS Is Coming for High-Wage Earners
By Nicholas HamnerInvestment Advisor [email protected] We’re going to talk about two things this week. Ready? First, something financial. If you are still working and made more than $150,000 this year,
Retirement Planning
Rob Talks Perspective, Patience, and Performance
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] Back in January, I wrote about keeping things in perspective when it comes to annual portfolio returns. In summary, coming off
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Kyle Discusses Changes In The Tax Code
By Kyle S. PlotkinInvestment Advisor [email protected] Heading into 2025, there was a lot of uncertainty around the tax situation facing Americans for 2026. The income tax rates and brackets created by
Should You Stop Funding Your 401(k)?!
By Nicholas HamnerInvestment Advisor [email protected] If you use a Windows computer, chances are you see the MSN frontpage when you open your browser. And there was a terrible article on
Rob Talks You Through The Government Shutdown
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] Last Wednesday was another typical outcome in Washington as Democrats and Republicans couldn’t agree on the topic at hand. This time
Things To Do In The 4th Quarter
by Nicholas HamnerInvestment Advisor [email protected] It is now officially the fourth quarter of 2025, which means we’re up by 28 over the Chiefs and it’s time to put the backups
Getting Life (and Finances) in Order with Jeremy Wechsler
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] I came across a piece in The Wall Street Journal recently by Jonathan Clements, longtime personal finance columnist who recently passed. Jonathan had spent a
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To Retire Or Not To Retire
By Nicholas HamnerInvestment Advisor Representative, Director of Marketing & [email protected] Back in June, we ventured down to Alabama to see my family. My mom retired part-time in her 60s to
Working with Federal Employees
By Kyle S. PlotkinInvestment Advisor [email protected] Americans who decide to work for the federal government are offered a unique set of benefits both during and after their careers that differ
The Rules, They Are A-Changing
By Nicholas HamnerInvestment Advisor Representative, Director of Marketing & [email protected] Our life is framed by rules. No matter what you want to do—get dressed in the morning, drive to work,