News and Commentary

Founding Members

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We have dedicated this page to our dear friend and former colleague, Joe Watson.

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We have dedicated this page in memory of our dear friend and colleague, Gary Rooth.

Frequently Asked Questions

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We have listed just a few of our most commonly asked questions. If you have a question that is not found here or have a question on the answers included, please don't hesitate to contact us directly. Absolutely all questions are welcome!

Recent Updates

Stay up-to-date and in-the know about every aspect of your financial picture.

January 02, 2026

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Seize Opportunities to Maximize Your Retirement Savings

Policy changes, particularly under the SECURE 2.0 Act, aim to make it easier to prepare for your long-term financial goals. Here’s what you need to know.

December 01, 2025

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A Family Conversation on Estate Planning

Having a conversation regarding your estate plan can help ensure that everyone involved in the eventual management and settlement of your estate understands your wishes.

November 03, 2025

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Tax-Smart Charitable Giving Strategies in Light of OBBBA

The One Big Beautiful Bill Act both preserves existing tax benefits and introduces provisions that may encourage you to rethink the timing and method of your gifts.