• page-slide-1

    Steven developed a thorough plan to meet our complicated needs with a blended family and special needs child in a timely manner. - Cheryl F.

  • page-slide-2

    Mr. Jackson made a tough process easy and painless! - Kyle M.

  • page-slide-3

    "Integrity, trust - a rare item - it's here! - Ron F.

Hang in There!

As the Allied Forces, including American troops, advanced into Germany near the end of the War in Europe during World War II, the US Troops realized, “Don’t get killed now!”. Many soldiers, like those the 501st Division of the 101st Airborne of the US Army,  had been in many  battles from D Day on, for... [Read More]


UNEXPECTED HIT Just a few weeks ago we were looking forward to the warm days of Spring.  New Trees & Flowers would blossom. For many, like me, Spring is their favorite Season.  It means New Life with a fresh green on the trees & flowers coming up from the gray ground to remind us of... [Read More]

So What Can We Do Now?

Death of the Stretch IRA? – Part 2  We wrote about the death of the Stretch IRA as of January 1st, 2020 in our first blog (Read Part 1 Here).  A change in law usually means a change in plans.  Here’s more details as to how this change in the law may bring about other... [Read More]

The End of the Stretch IRA?

Background The IRS has always taken the position that your Retirement Accounts – IRA, 401(K), 403(B), etc. are to be used to assist you with your retirement expenses and used during your lifetime. Therefore those accounts are to have the money pulled out of them and the Deferred Income Taxes paid during your lifetime. The... [Read More]